Adaptation Financial™ Information
Contact top employees from
Adaptation Financial™
Summary
Our Vision: Adaptation exists to advise generations of families and business owners towards designing and protecting their legacy.
Our Mission: Is to build relationships of understanding...Show more
Organization Website | adaptfa.com |
Social Links |  |
Phone Number | (800) 522-8727 |
Industries | |
Headquarters Location | 700 Cedar Lake Blvd, Oklahoma City, Oklahoma, 73114 US |
Employees Size | 10-50 employees |
Specialties | Finance Advisory, Life Insurance, Long Term Care, Annuity and Mutual Fund Investments, Retirement Planning, College Savings Planning, Securities, 401K, Health Insurance, and Estate Planning |
Founded | 2013 |
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Adaptation Financial™ shows a diverse range of experience levels:
13% for 1–2 years25% for 3–4 years56% for 5–7 years6% for 8–10 yearsEx-employees positions
In Company
In New Company
Contact top employees from
Adaptation Financial™
Alan Niemann
Founder & CEO
Kat Winstead
Design Coordinator
Crystal Gates
Accounting Specialist
Chris McGraw
Managing Director
Jeannie Roberts
Financial Advisor
Andrea Oktay
Branch Administrative Assistant
Erica Goltra
Financial Advisor
Annetta Box
VP of Compliance
Paul Garrett
Financial Advisor
Zack Arrington
Financial Advisor
John Berry
Managing Director
Michael Jewell
Financial Advisor
Aidan White
Registered Investment Advisor
Ashton Niemann
Associate
Corrie Box Mitchell
Director Of Education And Outreach
Aimee Boyette
Director of Operations
Shanon Rivera
Executive Assistant To Chief Executive Officer
Avery Niemann
Chief Administrative Officer (CAO)
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FAQ
Adaptation Financial™ operates in the Finance industries. More details can be found on the official website: adaptfa.com.
The headquarters of Adaptation Financial™ are located in Oklahoma City, United States.
You can contact Adaptation Financial™ by phone at (800) 522-8727.
Adaptation Financial™ currently employs 10-50 people.
