Adaptation Financial Advisors

  • Financial Services
  • Oklahoma City OK
  • 27 employees
  • Financial Services
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Company Overview

Headquarters
700 Cedar Lake Blvd, Oklahoma City OK
Website
adaptfa.com
Employees
27
Founded in
2013
Industry
Financial Services
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Financials & Stats

Revenue

$50B

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Who is Adaptation Financial Advisors

Adaptation Financial Advisors is a financial advisory firm located in Oklahoma City, Oklahoma. The firm employs 27 individuals and generates approximately $50 million in annual revenue. Adaptation Financial Advisors specializes in providing personalized financial advice to a diverse clientele, including businesses, entrepreneurs, individuals, families, and charities. Their advisors leverage expertise in various fields to tailor strategies that align with clients' unique goals and objectives. The firm distinguishes itself through its commitment to a client-focused approach, emphasizing enduring relationships, ethical practices, and excellence. Adaptation Financial Advisors prides itself on offering personalized coaching to advisors, supporting their professional development and empowering them to effectively serve clients. Clients interested in connecting with Adaptation Financial Advisors can visit their website at adaptfa.com.

Company Leadership

Shanon Rivera

Executive Assistant To Chief Executive Officer

Phone Email

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FAQ

What is the location of Adaptation Financial Advisors's headquarters?
The headquarters of Adaptation Financial Advisors are situated at 700 Cedar Lake Blvd, Oklahoma City OK
What is Adaptation Financial Advisors's official website?
The official website of Adaptation Financial Advisors can be found at adaptfa.com.
What is Adaptation Financial Advisors's current revenue?
As of June 2023, Adaptation Financial Advisors's annual revenue reached $50B.
How many employees does Adaptation Financial Advisors currently have?
Adaptation Financial Advisors employs approximately 27+ people as of June 2023
Which industries is Adaptation Financial Advisors primarily operating in?
Adaptation Financial Advisors operates in the following industries: Finance, Credit
Who is the Executive Assistant To Chief Executive Officer of Adaptation Financial Advisors?
Adaptation Financial Advisors's Executive Assistant To Chief Executive Officer is Shanon Rivera
When was Adaptation Financial Advisors founded?
Adaptation Financial Advisors was founded in 2013.

Employee Directory

Key Employees

Alan Niemann

Founder & CEO

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Anne Salick

Financial Advisor, CEPA, CPFA

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Annetta Taylor

VP of Compliance

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Kat Winstead

Design Coordinator

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