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

Alan Niemann
Founder & CEO
Adaptation Financial
United States, Oklahoma, Oklahoma City
About Me
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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