Todd Douglas Micciche

Employer firm

True North Retirement Advisors, LLC CRD 290885

$461M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → 02/2022
  Cuna Mutual Group
  Waverly, IA
• 12/2015 → 02/2022
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 03/2022 → Present
  True North Retirement Advisors, Llc
  Clackamas, OR

Previous Registrations

• 2015-12-18 → 2022-02-28
  Cuna Brokerage Services, Inc.
  Portland, OR
  Portland, OR
  Beaverton, OR
  Hillsboro, OR
  Portland, OR
  Portland, OR
  Portland, OR
  Vancouver, WA
  Salem, OR
  Portland, OR
  Salem, OR
• 2011-10-18 → 2015-12-15
  Key Investment Services Llc
  Troutdale, OR
  Vancouver, WA
• 2011-01-31 → 2011-04-27
  Bancwest Investment Services, Inc.
  Portland, OR
• 2008-02-28 → 2009-07-14
  Morgan Stanley & Co. Llc
  New York, NY
  Portland, OR

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-01-10
• S63 Uniform Securities Agent State Law Examination
  2005-08-01

Other Names

• Todd Micciche