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Alan Niemann

Founder & CEO

Adaptation Financial

United States, Oklahoma, Oklahoma City

About Me

Alan P. Niemann, CLU, ChFC, AEP is the CEO and Founder of Adaptation Financial. Adaptation acquired Rockgate Financial via merger in September of 2020. Adaptation has over 20 advisors with representatives in 3 states with over 750,000,000 of client investment assets and 4.5 billion of in force life insurance. Alan has over 30 years of experience in the financial services industry and has a passion for helping his clients reach their financial goals. Through his years of experience, he has managed teams by leading by example and fostering a culture that is committed to achieving goals in and out of the office. Alan started his career in 1983 with Mutual of New York, MONY, as a Field Underw

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Profile Information

Founder & CEO

Adaptation Financial

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Oklahoma City

Oklahoma

United States

Oct 11, 2024

Work Experience

Adaptation Financial™

Founder & CEO
Sep 2020 - Present
Email: aniemann@adaptfa.com

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