Advisor at Asset Management Strategies, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Asset Management Strategies, Inc.
Location
Lafayette, IN 47905
Credentials
Series 66
Industry experience
18 years
Fees may be charged as a flat amount for specific services in certain circumstances
$0 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000+: 1.00%
May receive commissions on non-securities annuities and insurance depending on client needs
Fees may be charged per hour for specific services in certain circumstances
Account minimum: No current minimum account size or minimum annual fee Minimum fee: Minimum annual fee is $0, may be waived or reduced based on circumstances Fee-only: Fee-only financial planning and investment management; may charge flat fees or hourly fees for specific services
Integrity Brokerage Services, Inc.
2017 - Present (9 years)
Industrial Federal Credit Union
2015 - Present (11 years)
Various Insurance Carriers for W & R Insurance Agencies
2012 - Present (14 years)
Waddell & Reed Inc
2012 - 2017 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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).
CFP®, Series 66
Lafayette, IN
Edward Jones
CFP®, Series 66
West Lafayette, IN
Edward Jones
CFP®, Series 66
Lafayette, IN
Edward Jones
Series 66
Lafayette, IN
Edward Jones
Series 63, Series 65
Lafayette, IN
Edward Jones
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