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Cody Lachner

Next Adventure Financial LLC

Lafayette, IN

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Current Employers
Next Adventure Financial Llc

Lafayette, IN • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2023-08-14
  • IN RA
    APPROVED
    Since 2023-08-14

Branch Locations

Lafayette, IN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Valic Financial Advisors Lafayette IN 10/2014 05/2022
Bbk Wealth Llc Lafayette IN 05/2022 08/2023
Next Adventure Financial Llc Lafayette IN 06/2023 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-01-27
S63 Uniform Securities Agent State Law Examination 2014-10-30
  • S65 Uniform Investment Adviser Law Examination
    2015-01-27
  • S63 Uniform Securities Agent State Law Examination
    2014-10-30
Designations

View on SEC IAPD

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