True North Financial Advisors is proud to provide independent financial planning and investment advisory services through its registration with Cambridge Investment Research Advisors, Inc. (CIRA). CIRA is registered with the Securities Exchange Commission (SEC) as a Registered Investment Advisor. According to CIRA’s SEC Form ADV Part II – Firm Brochure, the firm is approved to conduct business in all fifty states and has office locations in the majority of these states. CIRA may act as investment advisor for both retail and institutional clients. CIRA provides portfolio management services for investment advisory accounts through wrap fee programs. Clients pay CIRA a fee for portfolio and investment management services.
True North Financial Advisors are registered with CIRA as Investment Advisor Representatives (IAR) who are registered with the SEC and states as required and may provide financial advice to clients. As IARs, True North Financial Advisors will evaluate your investment needs and objectives to determine your suitability for the various programs offered through CIRA.
True North Financial Advisors, as IARs with CIRA are required to provide a Supplemental Brochure to clients when providing financial planning and investment advisory services. The supplemental brochures for the following True North Financial Advisors can be found below:
