Unclaimed Profile

Michael David Krost

ADAPTATION FINANCIAL ADVISORS INC.·OKLAHOMA CITY, Oklahoma

SIE, Series 1, Series 7, Series 24, Series 26, Series 63, Series 65Clean record26 years registeredADAPTATION FINANCIAL ADVISORS INC.

700 CEDAR LAKE BLVD, OKLAHOMA CITY, OK 73114CRD# 842591Firm CRD# 309192

Profile Verification

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

Identity

Michael David Krost · OKLAHOMA CITY, OK

Registration

CRD #842591 · ADAPTATION FINANCIAL ADVISORS INC. · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ADAPTATION FINANCIAL ADVISORS INC.

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Dec 2021 – Apr 2023

HOUSTON, TX

GENEOS WEALTH MANAGEMENT, INC.

Aug 2021 – Apr 2023

Houston, TX

MDK FINANCIAL GROUP, INC.

Jan 2000 – Dec 2021

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7

Series 24

Series 26

Series 63

Series 65

Registration record

First registered · January 28, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ADAPTATION FINANCIAL ADVISORS INC.

CRD 309192 · SEC 801-118982

AUM

$177M

Regulatory assets under management

Employees

1,182 client accounts

Services offered by ADAPTATION FINANCIAL ADVISORS INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ADAPTATION FINANCIAL ADVISORS INC. →

Introduction

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Frequently Asked Questions

What services does Michael David Krost offer?

Michael David Krost specializes in Financial Planning, Investment Management.

What are Michael David Krost's credentials?

Michael David Krost is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael David Krost located?

Michael David Krost is based in OKLAHOMA CITY, Oklahoma, last registered with ADAPTATION FINANCIAL ADVISORS INC..

How does Michael David Krost charge for services?

Michael David Krost'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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