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Cody Lachner

Cody Lachner

NEXT ADVENTURE FINANCIAL LLC
Lafayette, IN
Some features on this profile are disabled
CRD#: 6219911
Cody Lachner

Professional summary

Cody Lachner, CFP® is a registered financial advisor currently at NEXT ADVENTURE FINANCIAL LLC located in Lafayette, Indiana.

Cody is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Cody has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Cody Lachner is employed as Paraplanner with Sound Advice Financial Inc: 222 W. MERCHANDISE MART PLAZA Chicago, IL 60654; investment-related; paraplanner; this activity takes place outside of trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cody Lachner's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2021

Experience

Current

August 14, 2023 - Present

NEXT ADVENTURE FINANCIAL LLC

RIA
CRD#: 327945
Lafayette, IN
Past

May 4, 2022 - August 14, 2023

BBK WEALTH LLC

RIA
CRD#: 311324
Lafayette, IN
Past

February 3, 2015 - May 18, 2022

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
CARMEL, IN
Past

October 2, 2014 - May 18, 2022

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
CARMEL, IN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Indiana
(8/14/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/27/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/30/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/19/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 10/2/2014
Investment Company Products/Variable Contracts Representative Examination

Current Firm

NA
NEXT ADVENTURE FINANCIAL LLC
NEXT ADVENTURE FINANCIAL LLC

CRD#: 327945 / SEC#:

Indiana
Registered Investment Advisory firm - (8/14/2023 Approved)
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Contact information

Main Address
Lafayette, IN
Mailing Address
Phone number
(765) 479-9533
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts131
AUM (Assets Under Management)$ 15,466,343

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

NEXT ADVENTURE FINANCIAL LLC

CRD#: 327945Lafayette, IN

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