user avatar

Shawn Whitcraft

Advisor at Cetera

Updated today
Cetera logo

Firm

Cetera

Location

Delphi, IN 46923

Credentials

Series 65, Series 66

Industry experience

12 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Fee options

Fixed

Fixed fees reported in SEC Form ADV Part 1 but not detailed in brochure excerpt.

Project-based

Hourly charges reported in SEC Form ADV Part 1 but not detailed in brochure excerpt.

Other

Account minimum: Varies by program; generally ranges from $5,000 to $250,000 depending on the program. Specific minimums include: $25,000 for Preferred Asset Management, Prime Portfolio Services, Premier Portfolio Management, Managed Wealth ADVANTAGE, and Mutual Fund/ETF Advisory Program; $15,000 for Spectrum Advisor; $10,000 minimum per model for Freedom; no minimum for Portfolio Solutions II; $7,000 for Advisor and Advisor II Programs; $25,000 for Guided Program; $100,000 for Manager Program; $5,000 for Select and Unified Programs (with many models requiring higher minimums); $100,000 to $250,000 for xMA Next Generation Managed Account Program depending on asset types.

Work history

Cetera Investment Advisers LLC

2019 - Present (7 years)

Cetera Investment Services Llc

2018 - Present (8 years)

Regions bank

2018 - Present (8 years)

Key Investment Services, Llc

2016 - 2018 (2 years)

KEYBANK

2016 - 2018 (2 years)

Cetera Investment Services LLC

2016 - 2016 (1 year)

Cetera Investment Advisers LLC

2016 - 2016 (1 year)

Centier Bank

2016 - 2016 (1 year)

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

Darrell W

CFP®, Series 66

West Lafayette, IN

Edward Jones

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

Micah Z

Series 66

Monticello, IN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Wealth management Founder/Business Owner

Dailey T

Series 66

Lafayette, IN

Edward Jones

Charitable giving & philanthropy Divorce financial planning General estate planning guidance General retirement planning Inheritance planning Educators, Teachers, and Academics

Morgan B

CFP®, Series 66

West Lafayette, IN

Edward Jones

Charitable giving & philanthropy Business ownership considerations General retirement planning Wealth management Founder/Business Owner
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