Unclaimed Profile

Avery Gweb Niemann

ADAPTATION FINANCIAL ADVISORS INC.·OKLAHOMA CITY, Oklahoma

Clean recordADAPTATION FINANCIAL ADVISORS INC.

700 CEDAR LAKE BLVD, OKLAHOMA CITY, OK 73114CRD# 7296391Firm CRD# 309192

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Avery Gweb Niemann · OKLAHOMA CITY, OK

Registration

CRD #7296391 · ADAPTATION FINANCIAL ADVISORS INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Avery Gweb 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

ADAPTATION FINANCIAL ADVISORS INC.

AUM

$177M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 7296391

Firm CRD# 309192

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Avery Gweb Niemann offer?

Avery Gweb Niemann specializes in Financial Planning, Investment Management. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.

What are Avery Gweb Niemann's credentials?

Avery Gweb Niemann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Avery Gweb Niemann located?

Avery Gweb 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 Avery Gweb Niemann charge for services?

Avery Gweb 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.

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