Ashley Micciche has been Managing Principal of True North Retirement Advisors since May 2017, is a control person of the firm and directly owns 75% or more of it. Ashley Micciche holds a Bachelor's in Business Finance from Portland State University.
True North Retirement Advisors, LLC is a Clackamas, OR firm with $461M under management, 382 clients and 3 advisers in one office, as of its March 2026 filing.
Ashley M. Micciche is Managing Principal of True North Retirement Advisors. She helps clients turn their retirement vision into reality and keeps their plans working throughout retirement. She hosts a podcast and runs a YouTube channel focused on simplifying the complex questions people face as they prepare for and live in retirement. She also works with business owner clients through the transition from running their business full-time to retirement.
Ashley Micciche’s longest registration was 8 years at Stifel, Nicolaus & Company, Incorporated (2009–2018). Before joining True North Retirement Advisors in 2018, Ashley Micciche was registered through Stifel, Nicolaus & Company, Incorporated.
- – present · 8 yearsClackamas, OR · Adviser representative · Firm CRD 290885
- Stifel, Nicolaus & Company, Incorporated– · 8 yearsPortland, OR · Adviser representative · Firm CRD 793
Professional designations
Listed by True North Retirement Advisors
- Chartered Retirement Planning Counselor (CRPC®)
- Qualified Plan Financial Consultant (QPFC®)
Investment adviser representative registrations
Ashley Micciche is registered as an investment adviser representative in 5 states. Each was approved in January 2018.
- CaliforniaSince 16 January 2018
- New HampshireSince 17 January 2018
- OregonSince 16 January 2018
- TexasSince 16 January 2018
- WashingtonSince 16 January 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 16 November 2007 |
| Series 7 | General Securities Representative Examination | 2 November 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Ashley Marie Micciche
- CRD
- 5418564
- Firm
- True North Retirement Advisors · CRD 290885
- Role
- Managing Principal
- Office
- 10151 SE SUNNYSIDE ROAD, #400, Clackamas, OR 97015
- Registration
- Investment adviser registration
- In the industry since
- November 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- truenorthretirementadvisors.com
Where does Ashley Micciche work?
Ashley Micciche has been Managing Principal of True North Retirement Advisors, LLC since May 2017, and is a control person of the firm.
Is Ashley Micciche a financial advisor?
Yes. Ashley Micciche has a current investment-adviser registration in California, New Hampshire, Oregon, Texas and Washington, through True North Retirement Advisors since January 2018.
How many years of experience does Ashley Micciche have?
Ashley Micciche has 18 years in the financial industry, since November 2007, across 2 adviser firms.
What exams has Ashley Micciche passed?
Ashley Micciche has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2007. FINRA credited Ashley Micciche with the SIE, which began in October 2018.
Where did Ashley Micciche work before True North Retirement Advisors?
Before True North Retirement Advisors, Ashley Micciche was registered through Stifel, Nicolaus & Company, Incorporated, March 2009 to January 2018.
Where is Ashley Micciche based?
Ashley Micciche’s registered office is in Clackamas, OR.
Is Ashley Micciche registered with FINRA?
No. Ashley Micciche has no current broker registration.
How can I verify Ashley Micciche’s record?
Search CRD 5418564 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ashley Micciche’s full registration record.
