Dailey Tingley

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Lafayette, IN 47905-4873

Credentials

Series 66

Industry experience

3 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy Divorce financial planning General estate planning guidance General retirement planning Inheritance planning

Occupation focus

Educators, Teachers, and Academics

Work history

Edward Jones

2022 - Present (4 years)

Migrant Education Program

2021 - 2022 (1 year)

Purdue University

2020 - 2021 (1 year)

Purdue Athletics

2020 - Present (6 years)

PALS

2019 - 2019 (1 year)

Lafayette School Corporation

2019 - 2022 (3 years)

Lafayette Parks and Recreation

2018 - 2018 (1 year)

Greyhouse Coffee Co.

2017 - 2019 (2 years)

Purdue University STEM

2017 - 2017 (1 year)

WEEP

2017 - 2018 (1 year)

Boiler Juniors/The Academy Boiler Juniors Volleyball Club

2017 - Present (9 years)

Lil Mavs Volleyball Club

2017 - 2017 (1 year)

City of Lafayette

2016 - 2016 (1 year)

McCords Candies

2016 - 2016 (1 year)

Lil Mavs Volleyball Club

2016 - 2016 (1 year)

Purdue University

2015 - 2018 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Cody L

CFP®, EA

Lafayette, IN

Next Adventure Financial LLC

I’m Cody Lachner, a financial planner and outdoor enthusiast who loves helping individuals live more intentional lives. Not everyone strives for the traditional retirement where you work a 9-5 until 65, but, much of the financial services industry is built around this old goal. There’s been a lack of advice & guidance for folks who want to do things their own way. Maybe you aim to take a mid-career sabbatical, or live in an RV travelling 6+ months per year, or retire early to spend more time outdoors, or simply reduce the amount of time you spend worrying about money… Whatever your goal, I’m here to serve as your financial guide to help you prepare and navigate your way to & through your goals. As your financial guide, I also help reduce your time spent on financial decisions so you have more time to devote towards the things you love. I use technology to work with individuals virtually, throughout the country. As long as you have internet, we can work together to plan for your dream life! Personally: My wife and I love the outdoors! We spend our time hiking, camping/backpacking, mountain biking, packrafting, and literally anything else outdoors. Our favorite place in the world is Alaska. We find ourselves going back again and again. My favorite trip was hiking the Stampede Trail in 2021 (this trail was made famous by the book & movie – Into the Wild).

General retirement planning General tax planning Baby Boomers (Born 1946-1964)

Adam B

Series 66

Delphi, IN

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Planning for children with special needs Founder/Business Owner

Brad G

CFP®, Series 66

Lafayette, IN

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Retirement withdrawal strategies

Darrell W

CFP®, Series 66

West Lafayette, IN

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning

Luke R

CFP®, Series 66

Lafayette, IN

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner

M M

Series 63, Series 65

Lafayette, IN

Edward Jones

Retirement income strategy General retirement planning General estate planning guidance Multi-generational wealth transfer Inheritance planning
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