ADAPTATION FINANCIAL ADVISORS INC.

OKLAHOMA CITY, Oklahoma·10 registered advisors·CRD# 309192
SEC# 801-1189822972-774-0700
01

Firm Overview

AUM
$177M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
10
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.

10 registered advisors
Alan Philip Niemann
OKLAHOMA CITY, Oklahoma
Annetta Marie Box Taylor
OKLAHOMA CITY, Oklahoma
Avery Gweb Niemann
OKLAHOMA CITY, Oklahoma
Kacey Lee Butcher
OKLAHOMA CITY, Oklahoma
Kevin Vincent Cox
OKLAHOMA CITY, Oklahoma
Michael David Krost
OKLAHOMA CITY, Oklahoma
Michael Paul Eischen
OKLAHOMA CITY, Oklahoma
Mitchell Kean Robinson
OKLAHOMA CITY, Oklahoma
Mitch Lebon-Mellencamp Robinson
OKLAHOMA CITY, Oklahoma
Scott Wozniak
OKLAHOMA CITY, Oklahoma
05

Office Locations

OKLAHOMA CITY, Oklahoma
10 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
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.