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
More profiles to browse
MR
Mitchell Robinson
Director of Compliance
Clint Taylor
Managing Director/ Investment Advisor Representative and Financial Advisor
You Might Like
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC