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RIA / WealthAdvisor21 years in industry

TODD DOUGLAS MICCICHE

Advisor at TRUE NORTH RETIREMENT ADVISORS, LLC

Clackamas, OR | CLACKAMAS, OR

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Search this name across graphsid dfx:ria:26a9af65-66d7-a252-178f-5ecec49617cf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Feb 28, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TRUE NORTH RETIREMENT ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 5
Exams: S65|S63
First exam: Aug 1, 2005
First registration: Feb 28, 2008
Dual registered: no
Other names: TODD MICCICHE
IAPD individual key: 4740375

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TRUE NORTH RETIREMENT ADVISORS, LLC	Independent wealth	Mar 7, 2022	n/a	yes	CLACKAMAS, OR\|Clackamas, OR	Current employment
CUNA BROKERAGE SERVICES, INC.	Former SEC adviser	Dec 18, 2015	Feb 28, 2022	no	PORTLAND, OR\|PORTLAND, OR\|BEAVERTON, OR\|HILLSBORO, OR\|PORTLAND, OR\|Portland, OR\|PORTLAND, OR\|VANCOUVER, WA\|SALEM, OR\|Portland, OR\|SALEM, OR	Previous registration
KEY INVESTMENT SERVICES LLC	Bd affiliated wealth	Oct 18, 2011	Dec 15, 2015	no	TROUTDALE, OR\|Vancouver, WA	Previous registration
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Former SEC adviser	Jan 31, 2011	Apr 27, 2011	no	PORTLAND, OR	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Feb 28, 2008	Jul 14, 2009	no	NEW YORK, NY\|PORTLAND, OR	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CUNA BROKERAGE SERVICES, INC.	TRUE NORTH RETIREMENT ADVISORS, LLC	Feb 28, 2022	Mar 7, 2022	7	Firm change	Ibd to RIA
KEY INVESTMENT SERVICES LLC	CUNA BROKERAGE SERVICES, INC.	Dec 15, 2015	Dec 18, 2015	3	Firm change	Other
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	KEY INVESTMENT SERVICES LLC	Apr 27, 2011	Oct 18, 2011	174	Firm change	Other
MORGAN STANLEY & CO. LLC	BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Jul 14, 2009	Jan 31, 2011	566	Firm change after gap	Other

Relationships

Registered with (5)

→ TRUE NORTH RETIREMENT ADVISORS, LLCRegistered adviserregistration: current employment
Mar 7, 2022 to presentfactForm ADV
→ CUNA BROKERAGE SERVICES, INC.Registered adviserregistration: previous registration
Dec 18, 2015 to Feb 28, 2022factForm ADV
→ KEY INVESTMENT SERVICES LLCRegistered adviserregistration: previous registration
Oct 18, 2011 to Dec 15, 2015factForm ADV
→ BANCWEST INVESTMENT SERVICES, INC. (BWIS)Registered adviserregistration: previous registration
Jan 31, 2011 to Apr 27, 2011factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Feb 28, 2008 to Jul 14, 2009factForm ADV

Dated events

Occurred
Feb 28, 2022
Advisor changed firm
Todd Douglas Micciche left Cuna Brokerage Services, Inc. for True North Retirement Advisors, Llc (registered 2022-03-07)
Form ADVobserved 6 days ago