This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

NEXT ADVENTURE FINANCIAL LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 1, 2014earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Oct 30, 2014

First registration

Feb 3, 2015

Dual registered

no

IAPD individual key

6219911

• Occurred

  Aug 14, 2023
  Advisor changed firm

  Cody Lachner left Bbk Wealth Llc for Next Adventure Financial Llc (registered 2023-08-14)

  Form ADVobserved 5 days ago
• Occurred

  May 18, 2022
  Advisor changed firm

  Cody Lachner left Valic Financial Advisors, Inc. for Bbk Wealth Llc (registered 2022-05-04)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9e84aa94-efdf-57d1-b7d4-241dcf8d3b98

First observed

Feb 3, 2015

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.