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SUMMARY:Alan Niemann\, Adaptation Financial
DESCRIPTION:Alan Niemann\, founder and CEO of Adaptation Financial\, will be our speaker in July. He’ll share the story of building a successful financial services firm covering multiple states. \nAbout Alan Niemann\nAlan P. Niemann\, CLU\, ChFC\, AEP\, is the Founder and CEO of Adaption Financial. With over 30 years of experience in the financial services industry\, Alan is passionate about helping his clients achieve their financial goals. Throughout his career\, he has managed teams\, led by example\, and fostered a culture of commitment to achieving goals both in and out of the office. \nBefore founding Adaption Financial\, Alan served as Managing Partner for Rockgate Financial Partners and General Agent for John Hancock in Oklahoma City. \nAbout Adaptation Financial\nAdaptation Financial is a financial services firm that provides comprehensive financial planning and investment management services to clients in multiple states. With over 20 advisors and representatives in 3 states\, Adaptation Financial has over $750\,000\,000 of client investment assets\, $3 million of transactional business\, and $5 billion of in-force life insurance. Their mission is to help clients achieve their financial goals through personalized service and expert guidance.
URL:https://members.okpsa.org/event/alan-niemann-adaptation-financial/
LOCATION:V2 Events at Vast\, Devon Tower\, 333 W Sheridan Ave\, 50th Floor\, Oklahoma City\, OK\, 73102\, United States
CATEGORIES:Luncheons
ATTACH;FMTTYPE=image/jpeg:https://members.okpsa.org/wp-content/uploads/2023/05/Alan-Niemann.jpg
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