AdvisorOS Directory
Claim Profile
AN

Alan Philip Niemann

ADAPTATION FINANCIAL ADVISORS INC.·OKLAHOMA CITY, Oklahoma
Unclaimed Profile
700 CEDAR LAKE BLVD, OKLAHOMA CITY, OK 73114CRD# 1244350Firm CRD# 309192
01

About

Alan Philip Niemann is a registered financial advisor based in OKLAHOMA CITY, Oklahoma, affiliated with ADAPTATION FINANCIAL ADVISORS INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ADAPTATION FINANCIAL ADVISORS INC.
ADAPTATION FINANCIAL ADVISORS INC.
AUM
$177M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ADAPTATION FINANCIAL ADVISORS INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1244350
Firm CRD# 309192
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in OKLAHOMA CITY?

Browse all registered financial advisors in OKLAHOMA CITY, Oklahoma or claim this profile if it's yours.

Browse OKLAHOMA CITY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Alan Philip Niemann offer?
Alan Philip Niemann specializes in Financial Planning, Investment Management. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.
What are Alan Philip Niemann's credentials?
Alan Philip Niemann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan Philip Niemann located?
Alan Philip Niemann is based in OKLAHOMA CITY, Oklahoma, working with ADAPTATION FINANCIAL ADVISORS INC.. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.
How does Alan Philip Niemann charge for services?
Alan Philip Niemann's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ADAPTATION FINANCIAL ADVISORS INC.?
ADAPTATION FINANCIAL ADVISORS INC. has approximately 5 employees and manages $177M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in OKLAHOMA CITY
John Howard Blevins — ASHTON GRAY CAPITAL, LLCTodd Morgan Glass — HF II GP, LLCWilliam Christopher Reeves — HF II GP, LLCBenjamin Carter Stewart — HF II GP, LLCDavid Lee Thompson — INVESTRUST CONSULTING, LLC
Nearby cities in Oklahoma
TULSA (209)BARTLESVILLE (28)EDMOND (25)DURANT (6)ARDMORE (5)
City Guides
TULSA GuideBARTLESVILLE GuideEDMOND GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile