Cody Lachner (CRD# 6219911) is an Investment Advisor Representative working at Next Adventure Financial LLC in Lafayette, IN and has over 9 years of experience in the finance industry. Cody Lachner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4121340
Lpl Financial LLC
CRD# 3107784
Osaic Wealth, Inc.
CRD# 1447515
Banker Investment Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Next Adventure Financial LLC | Lafayette, IN | Jun 2023 - Current | < 1 |
| Bbk Wealth LLC | Lafayette, IN | May 2022 - Aug 2023 | 1 |
| Valic Financial Advisors | Lafayette, IN | Oct 2014 - May 2022 | 7 |
| Valic Financial Advisors | Lafayette, IN | Aug 2014 - Oct 2014 | < 1 |
| Unemployed | West Lafayette, IN | Oct 2013 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2014 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2015 |
- IN
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Total Assets Under Management12MILLIONS
-
Total Number of Accounts88ACCOUNTS
-
Average Account Value$136,696
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IN
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