Todd Micciche has been an investment adviser representative at True North Retirement Advisors since March 2022, and is not listed among the firm’s executive officers or direct owners. Todd Micciche holds a Bachelor's in Business Finance from Portland State University and an MBA in 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.
Todd D. Micciche is Financial Advisor of True North Retirement Advisors. He has been in the financial services industry since 2005, with experience in financial advising, banking, portfolio management and compliance. He advises clients from a holistic standpoint, with solutions tailored to each client's goals and risk tolerance.
Todd Micciche’s longest registration was 6 years at Cuna Brokerage Services, Inc. (2015–2022). Before joining True North Retirement Advisors in 2022, Todd Micciche was registered through Cuna Brokerage Services, Inc. and Key Investment Services LLC.
- – present · 4 yearsAdviser representative · Firm CRD 290885
- Cuna Brokerage Services, Inc.– · 6 yearsPortland, OR · Adviser representative · Firm CRD 13941
- Key Investment Services LLC– · 4 yearsTroutdale, OR · Adviser representative · Firm CRD 136300
- Bancwest Investment Services, Inc. (Bwis) and Bwis D/B/A Fhis– · under a yearPortland, OR · Adviser representative · Firm CRD 29357
- Morgan Stanley & Co. Incorporated– · 1 yearPortland, OR · Adviser representative · Firm CRD 8209
Professional designations
Listed by True North Retirement Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Todd Micciche is registered as an investment adviser representative in 5 states, as a resident of Texas. Each was approved in March 2022.
- CaliforniaSince 3 March 2022
- New HampshireSince 8 March 2022
- OregonSince 3 March 2022
- TexasResidentSince 7 March 2022
- WashingtonSince 3 March 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 1 March 2013 |
| Series 65 | Uniform Investment Adviser Law Examination | 10 January 2008 |
| Series 31 | Futures Managed Funds Examination | 4 January 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 August 2005 |
| Series 7 | General Securities Representative Examination | 10 May 2005 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 24 June 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Todd Douglas Micciche
- CRD
- 4740375
- Firm
- True North Retirement Advisors · CRD 290885
- Registration
- Investment adviser registration
- In the industry since
- June 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- truenorthretirementadvisors.com
Where does Todd Micciche work?
Todd Micciche is an investment adviser representative registered through True North Retirement Advisors, LLC since March 2022, and is not listed among the firm’s executive officers or direct owners.
Is Todd Micciche a financial advisor?
Yes. Todd Micciche has a current investment-adviser registration in California, New Hampshire, Oregon, Texas and Washington, through True North Retirement Advisors since March 2022.
How many years of experience does Todd Micciche have?
Todd Micciche has 19 years in the financial industry, since June 2007, across 5 adviser firms.
What exams has Todd Micciche passed?
Todd Micciche has passed 6 licensing exams: the Series 6, Series 7, Series 63, Series 31, Series 65 and Series 24. The earliest, the Series 6, was passed in June 2004. FINRA credited Todd Micciche with the SIE, which began in October 2018.
Where did Todd Micciche work before True North Retirement Advisors?
Before True North Retirement Advisors, Todd Micciche was registered through Cuna Brokerage Services, Inc., December 2015 to February 2022; Key Investment Services LLC, October 2011 to December 2015; Bancwest Investment Services, Inc. (Bwis) and Bwis D/B/A Fhis, January 2011 to April 2011; Morgan Stanley & Co. Incorporated, February 2008 to July 2009.
Is Todd Micciche registered with FINRA?
No. Todd Micciche has no current broker registration.
Is Todd Micciche a CFP?
True North Retirement Advisors lists Todd Micciche with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Todd D. Micciche, MBA, CFP® biography, truenorthretirementadvisors.com
How can I verify Todd Micciche’s record?
Search CRD 4740375 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Todd Micciche’s full registration record.
