Cody Lachner is a CFP-designated registered investment advisor at Next Adventure Financial LLC, based in Lafayette, IN, with 12 years of industry experience. Cody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 67 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 0.75% |
| $1.0M - $1.5M | 0.50% |
| $1.5M+ | 0.50% |
Fees are negotiable for accounts over $1,500,000.
Fee Estimator
Contact
Cody Lachner
Location
101 North 4th Street, Suite 204, Lafayette, IN, 47901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Cody works as a paraplanner with Sound Advice Financial Inc. This activity takes place outside of trading hours.
Employment History
Current Registrations
Next Adventure Financial LLC
Previous Registrations
Bbk Wealth LLC
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Fun facts about me:
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