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Alan Niemann

Founder & CEO at Adaptation Financial™

Alan P. Niemann, CLU, ChFC, AEP is the Founder and CEO of Adaptation Financial™, a financial services firm based in Oklahoma City.12 With over 38 years of experience in the financial industry, Niemann has built a successful career helping clients build their legacies.2

Niemann's professional background includes:

  • Founder & CEO at Adaptation Financial™ (September 2020 - Present)1
  • Managing Partner at ROCKGATE Financial Partners (July 2014 - September 2020)1
  • Managing Partner at John Hancock Financial Services (May 1999 - July 2014)1
  • Agency Manager and Field Underwriter at MONY (December 1983 - May 1999)1

Adaptation Financial, under Niemann's leadership, has grown to manage over $750 million in client assets, with 6 office locations across 3 states.2 The firm offers a variety of financial services, including tax and estate planning, property and casualty insurance, and retirement planning.23

Niemann is committed to creating a legacy firm, with a focus on passing down the business to future generations. His daughters, Avery and Ashton Niemann, have already joined the company in various roles.2

Alan Niemann holds several professional designations, including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Accredited Estate Planner (AEP).1 He received his education from Oklahoma State University (1978 - 1982).1

Highlights

Aug 4 · prnewswire.com
Adaptation Financial Advisors, Inc. A Legacy Firm. - PR Newswire
Jun 20 · bbb.org
Adaptation Financial™ | BBB Business Profile

Related Questions

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Alan Niemann
Alan Niemann, photo 1
Alan Niemann, photo 2
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Location

Oklahoma City, Oklahoma