Todd
Micciche
True North Retirement Advisors, LLC
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About this Advisor
Todd Micciche is a financial advisor working in Clackamas, Oregon with a total of 1 year of industry experience. Micciche is on the advisory team at True North Retirement Advisors, LLC. Over the course of their career, they have held roles at Key Investment Services, Cuna Mutual Group, Cuna Brokerage Services, Inc and True North Retirement Advisors, LLC. Micciche has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California, New Hampshire, Oregon, Texas and Washington. True North Retirement Advisors, LLC is a financial advisory company operating out of Clackamas, OR. It administers $314 million in assets under management across its 334 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 334 accounts, 28% are held by high-net-worth investors who have at least $1 million in assets. The business performs a broad range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial management fees usually are based on the type of services provided. Fee types charged by True North Retirement Advisors, LLC most likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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True North Retirement Advisors, LLC Brokerage Details
$314,419,926
8
334
$941,377
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Todd Micciche Work History
Todd has been registered as a financial advisor for 1 years.*
True North Retirement Advisors, LLC
Cuna Mutual Group
Cuna Brokerage Services, Inc
Key Investment Services
Key Investment Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Todd Micciche to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at True North Retirement Advisors, LLC
Clackamas, OR
Clackamas, OR
Clackamas, OR
Clackamas, OR
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