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Ashley M
Series 66
Clackamas, OR
True North Retirement Advisors, LLC
Ashley Micciche is a financial advisor at True North Retirement Advisors, LLC with 18 years of industry experience. She holds the Series 66 designation and previously worked at Stifel Nicolaus & Co Inc for nine years before joining True North in 2018. True North Retirement Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, providing portfolio management, financial planning, retirement plan consulting, and exit-planning and business-valuation services. The firm employs a long-term, balanced investment approach with globally diversified portfolios and manages approximately $430 million in client assets.
Todd M
Series 63, Series 65
Clackamas, OR
True North Retirement Advisors, LLC
Todd Micciche is a financial advisor at True North Retirement Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Cuna Brokerage Services, Inc. and Cuna Mutual Group. True North Retirement Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, providing portfolio management, financial planning, retirement plan consulting, and exit-planning and business-valuation services. The firm employs a long-term, balanced investment approach with globally diversified portfolios and manages approximately $430 million in client assets.
David W
Series 63, Series 66
Clackamas, OR
True North Retirement Advisors, LLC
David Wilson Jr. is a financial advisor at True North Retirement Advisors, LLC with 43 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Stifel Nicolaus & Co Inc for nine years before joining True North in 2018. Outside of his advisory role, he volunteers as a teacher of an investment course and was a member of the original campaign committee to raise funds for the construction of Seton Catholic High School in Vancouver, WA. True North Retirement Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, providing portfolio management, financial planning, retirement plan consulting, and exit-planning and business-valuation services. The firm employs a long-term, balanced investment approach with globally diversified portfolios and manages approximately $430 million in client assets.
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