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Todd Douglas Micciche

Investment adviser representative at True North Retirement Advisors, LLC
11 yearsExperience
5 statesRegistered in
$460.9MFirm assets
8 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. True North Retirement Advisors, LLCMar 2022 to now
  2. Cuna Brokerage Services, Inc.Dec 2015 to Feb 2022
  3. Cuna Mutual GroupDec 2015 to Feb 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005
  • Series 65 · Uniform Investment Adviser Law2008

State registrations

Registered as an investment adviser representative in 5 states (CA, NH, OR, TX, WA).

True North Retirement Advisors, LLC

$460.9MAssets managed
382Clients
3Advisers
8 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4740375
Firm CRD
290885
Advisor's SEC record (opens in a new tab)
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