Adaptation Financial Employee Directory

Adaptation Financial corporate office is located in 700 Cedar Lake Blvd, Oklahoma City, Oklahoma, 73114, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

C-Suite

Key Employees of Adaptation Financial

AN
Avery Niemann
Chief Administrative Officer
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Adaptation Financial Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Adaptation Financial

Hundreds of professionals searching for Adaptation Financial have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

SR
Shanon Rivera
Email Direct
Executive Assistant To Alan P. Niemann
United States , Oklahoma , Oklahoma City

SA
Steven Ackerman
Email Direct
Financial Representative
United States , Oklahoma , Oklahoma City

DW
Dan Wilensky
Email Direct
Registered Representative
United States , Oklahoma , Oklahoma City

AB
Aimee Boyette
Email Direct
Director, Operations
United States , Oklahoma , Oklahoma City

JR
Jeannie Roberts
Email Direct
Financial Advisor
United States , Oklahoma , Oklahoma City

CM
Charmayne Myers
Email Direct
Executive Assistant To Richard Porter
United States , Oklahoma , Oklahoma City

AN
Ashton Niemann
Email Direct
Advisor
United States , Oklahoma , Oklahoma City

CC
Colby Castor
Email Direct
Financial Advisor
United States , Oklahoma , Oklahoma City

AN
Avery Niemann
Email Direct
Chief Administrative Officer
United States , Oklahoma , Oklahoma City

JO
Jill Olson
Email Direct
Financial Professional
United States , Oklahoma , Oklahoma City

RP
Richard Porter
Email Direct
National Director of Brokerage Insurance
United States , Oklahoma , Oklahoma City

LW
Lawrence Whaley
Email Direct
Financial Associate
United States , Oklahoma , Oklahoma City

LM
Lexie Mcdonie
Email Direct
Administrative Assistant
United States , Oklahoma , Oklahoma City

WK
Wilson Kaleb
Email Direct
Financial Associate
United States , Oklahoma , Oklahoma City

OV
Omo Van Wie
Email Direct
Operations Coordinator
United States , Oklahoma , Oklahoma City

JW
Jeffery Wilson
Email Direct
Financial Advisor
United States , Oklahoma , Oklahoma City

KC
Kaleb Colibert
Email Direct
Financial Associate
United States , Oklahoma , Oklahoma City

TD
Tate Dunn
Email Direct
Financial Associate
United States , Oklahoma , Oklahoma City

AO
Andrea Oktay
Email Direct
Branch Administrative Assistant
United States , Oklahoma , Oklahoma City

JT
Jon Tello
Email Direct
Business Development Director, Region
United States , Oklahoma , Oklahoma City

DF
David Fussell
Email Direct
John Hancock Insurance Products
United States , Oklahoma , Oklahoma City

KB
Kelsey Britain
Email Direct
Manager, Operations
United States , Oklahoma , Oklahoma City

Former Employees at Adaptation Financial

Explore people who held key positions, contributed to Adaptation Financial's success, and advanced their careers.

Alec Pisoni

Senior Customer Advoca... at TIAA

Worked as Summer Intern

at Adaptation Financial (2015-2017)

Direct

Shelly Grizzle

Executive Assistant at Fidelity Bank

Worked as Executive Assistant

at Adaptation Financial (2012-2020)

Direct

James Greenwood

Global Inbound Employm... at Oyster

Worked as Title

at Adaptation Financial (2020-2021)

Direct

Mask Content

Private Client Advisor... at JP Morgan

Worked as Financial Advisor

at Adaptation Financial

Direct

Mask Content

Managing Director and ... at Adaptation Financial

Worked as Investment Advisor & Representative

at Adaptation Financial (2015-2020)

Direct

Mask Content

Founder & Chief Execut... at Adaptation Financial

Worked as Managing Partner

at Adaptation Financial (2014-2020)

Direct

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Frequently Asked Questions Regarding Adaptation Financial Employees

How many employees does Adaptation Financial have?

Adaptation Financial has 11-50 employees

Who are Adaptation Financial key employees?

Some of Adaptation Financial key employees are Avery Niemann

Where is Adaptation Financial located?

Adaptation Financial’s headquarters are located at 700 Cedar Lake Blvd, Oklahoma City, Oklahoma, 73114, United States

How do I contact Adaptation Financial?

Adaptation Financial Contact Info: Phone number: (800) 522-8727 Website: www.adaptfa.com

What does Adaptation Financial do?

Adaptation Financial is a financial services firm that focuses on providing personalized financial advice to help clients achieve their unique goals. Their offerings include estate planning, retirement strategies, investment management, and insurance assessment. The company aims to empower clients by understanding their individual situations and cr... Read More

Is Adaptation Financial a public company?

Adaptation Financial is private company therefore does not currently have an official ticker symbol

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