AdFi
TD

Todd Douglas Micciche

Investment Adviser Representative at TRUE North Retirement Advisors, LLC

Clackamas, ORCRD #4740375Investment Adviser Representative
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
Exams Passed
7

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Todd Douglas Micciche is an investment adviser representative with TRUE North Retirement Advisors, LLC in Clackamas, OR, where they have been registered since 2022. They have worked in the securities industry since 2007 and have been registered with 5 firms, including CUNA Brokerage Services, Inc. and KEY Investment Services LLC. They have passed 7 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in California, New Hampshire, Oregon, Texas, and Washington.

Office

10151 Se Sunnyside Road, #400
Clackamas, OR 97015

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California, New Hampshire, Oregon, Texas, Washington

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 1/10/2008
Series 63
Uniform Securities Agent State Law Examination
Passed 8/1/2005
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 1/4/2008
Series 7
General Securities Representative Examination
Passed 5/10/2005
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 6/24/2004
Series 24
General Securities Principal Examination
Passed 3/1/2013

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

TRUE North Retirement Advisors, LLCCurrent
3/3/2022 – Clackamas, OR
CUNA Brokerage Services, Inc.
12/18/2015 – 2/28/2022Portland, OR
KEY Investment Services LLC
10/18/2011 – 12/15/2015Troutdale, OR
Bancwest Investment Services, Inc. (BWIS) AND BWIS D/b/a FHIS
1/31/2011 – 4/27/2011Portland, OR
Morgan Stanley & Co. Incorporated
2/28/2008 – 7/14/2009Portland, OR

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Cuna Mutual Group
    Dec 2015 – Feb 2022Waverly, IA
  2. Cuna Brokerage Services, Inc.
    Dec 2015 – Feb 2022Waverly, IA
  3. TRUE North Retirement Advisors, LLC
    Mar 2022 – no end date reportedClackamas, OR

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About TRUE North Retirement Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Retirement-focused financial planning, business exit planning, corporate retirement plan consulting (including 401(k) plans), and investment management.

Retirement PlanningFinancial PlanningCharitable GivingBusiness PlanningSocial Security
Firm areas of expertise
Retirement PlanningBusiness Exit PlanningFinancial PlanningInvestment Management401(k) ConsultingCertified Exit PlanningFiduciaryEstate Planning Network

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable Organizations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
3
Offices listed on AdvisorFinder:
1
Main office:
Clackamas, OR
SEC file number:
801-112242

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 11, 2026

View full firm profile

Other advisors at TRUE North Retirement Advisors, LLC

2 other advisors in the directory

View TRUE North Retirement Advisors, LLC firm profile

Similar advisors in Clackamas, OR

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Todd Douglas Micciche has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched