Next Adventure Financial LLC
Firm details
- Headquarters
- Lafayette, Indiana
- CRD number
- 327945
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals71.66%
- HNWI28.34%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Next Adventure Financial LLC is an independent, Indiana-based registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individuals and families, offering financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm reports that it does not position itself as an active ESG investor and is not a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities92%
- Public Funds/Mutual Funds6%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Cody Lachner
Founder & Financial AdvisorCRD 6219911
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lafayette, IN
Tippecanoe
Location
Lafayette, IN
Headquartered in Lafayette, IN, anchoring the Lafayette-West Lafayette-Frankfort, IN metro in the Midwest.
- Metro area
- Lafayette-West Lafayette-Frankfort, IN
- Region
- Midwest
- County
- Tippecanoe
- Address
- 101 N 4th St
- Time zone
- ET (UTC-5)
- Office locations
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