David Wilson has been Member, President, and Founder of True North Retirement Advisors since May 2017, is a control person of the firm and directly owns between 10% and 25% of it. David Wilson holds a Bachelor's in Business Administration from the University of Washington and an MBA from the University of Utah.
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.
David G. Wilson, Jr. is Founder of True North Retirement Advisors. He works with families and business owners as their personal "CFO", creating and implementing a financial roadmap designed to help them pursue their goals. He still works with clients from the very start of his career, in 1982.
David Wilson’s longest registration is the current one, 8 years at True North Retirement Advisors since 2018. Before joining True North Retirement Advisors in 2018, David Wilson 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
Investment adviser representative registrations
David Wilson 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 | 27 March 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 June 1983 |
| Series 7 | General Securities Representative Examination | 17 April 1982 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David George Wilson
- CRD
- 1050576
- Firm
- True North Retirement Advisors · CRD 290885
- Role
- Member, President, and Founder
- Office
- 10151 SE SUNNYSIDE ROAD, #400, Clackamas, OR 97015
- Registration
- Investment adviser registration
- In the industry since
- June 1982
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- truenorthretirementadvisors.com
Where does David Wilson work?
David Wilson has been Member, President, and Founder of True North Retirement Advisors, LLC since May 2017, and is a control person of the firm.
Is David Wilson a financial advisor?
Yes. David Wilson 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 David Wilson have?
David Wilson has 44 years in the financial industry, since June 1982, across 2 adviser firms.
What exams has David Wilson passed?
David Wilson has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in April 1982. FINRA credited David Wilson with the SIE, which began in October 2018.
Where did David Wilson work before True North Retirement Advisors?
Before True North Retirement Advisors, David Wilson was registered through Stifel, Nicolaus & Company, Incorporated, April 2009 to January 2018.
Where is David Wilson based?
David Wilson’s registered office is in Clackamas, OR.
Is David Wilson registered with FINRA?
No. David Wilson has no current broker registration.
How can I verify David Wilson’s record?
Search CRD 1050576 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Wilson’s full registration record.
