ADAPTATION FINANCIAL ADVISORS INC.

OKLAHOMA CITY, Oklahoma·6 registered advisors·CRD# 309192
SEC# 801-1189822972-774-0700
01

Firm Overview

AUM
$177M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ADAPTATION FINANCIAL ADVISORS INC.

6 registered advisors
Alan Philip Niemann
OKLAHOMA CITY, Oklahoma
ChFC
Annetta Marie Box Taylor
OKLAHOMA CITY, Oklahoma
CFP
Kevin Vincent Cox
OKLAHOMA CITY, Oklahoma
Michael David Krost
OKLAHOMA CITY, Oklahoma
Michael Paul Eischen
OKLAHOMA CITY, Oklahoma
ChFC
Mitchell Kean Robinson
OKLAHOMA CITY, Oklahoma
05

Office Locations

OKLAHOMA CITY, Oklahoma
6 advisors

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Data sourced from SEC Form ADV filings. ADAPTATION FINANCIAL ADVISORS INC. (CRD# 309192) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.