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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- FocusHorizon unison +more
- Established Date
- 08-14-2023
- Office Locations
- 1
Office Locations
About Next Adventure Financial LLC
Next Adventure Financial is a fee-only, fiduciary retirement planning and investment advisory firm based in Lafayette, Indiana, serving retirees and pre-retirees (50+) nationwide via virtual engagements. Led by Cody Lachner, CFP®, EA, the firm emphasizes tax-aware retirement strategy (including Social Security timing) and tax-efficient portfolio management, with portfolios largely implemented using ETFs. Operates with transparent fees and no commissions or product sales.
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Owner & Executives
CODY LACHNER
Chief Compliance Officer, FOUNDER
- CRD
- #6219911
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,931,470 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,931,470 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,931,470
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,530,189,964 | 45.1% |
| Public Funds | $1,239,849,184 | 22.1% |
| Cash | $1,840,138,156 | 32.8% |
| Total | $5,610,177,304 | 100.0% |