Next Adventure Financial LLC

Next Adventure Financial LLC (CRD# 327945) is a financial advisory firm headquartered in , . They manage $12,029,233 in 88 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.nextadventurefinancial.com/
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    88
    ACCOUNTS
  • Average Account Value
    $136,696
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN

Financial Advisors at Next Adventure Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Cody Lachner, financial advisor Lafayette IN
Cody Lachner
CRD#: 6219911
Lafayette, IN

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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