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Alan P. Niemann, CLU, ChFC, AEP

Alan P. Niemann, CLU, ChFC, AEP

Founder and CEO

Alan P. Niemann, CLU, ChFC, AEP has over 35 years of experience in the financial services industry. He is a Life and Qualifying member of the Million Dollar Round Table with 5 years of Top of the Table Qualifier. Alan started his career in 1983 with Mutual of New York, MONY, as a Field Underwriter. Later advancing to the role of Sales Manager, then Regional Director covering the central U.S., and then Agency Manager of the OKC MONY office. During his time as manager, the firm grew an average of 18% per year.

In May of 1999, Alan was appointed General Agent for John Hancock Advisors with representatives in 5 states with over $800k of client investment assets and $4 billion of inforce life insurance.

Alan grew up on the family farm and ranch located in western Oklahoma where he learned the value of hard work early in life. He graduated from El Reno High School in El Reno, OK in 1978 and then attended Oklahoma State University in Stillwater, OK where he received a Bachelor of Science degree in Agriculture Economics in 1982. During his time at Oklahoma State, he was most active in his fraternity, Delta Chi, where he served as Summer Rush Chair and Chapter President. After graduation, he worked as a Chapter Consultant for Delta Chi Fraternity International Headquarters located in Iowa City, Iowa.

He is married to his wife of 39 years, Gwen, and they have two daughters. Avery began with Adaptation Financial in 2021 to act as a liaison for the family and the firm after Alan was in a motorcycle accident and unable to be in the office for a period of time. Avery is currently based in Denver, Colorado, and has worked her way to becoming Adaptation Financials’ Chief Administrative Officer. Ashton was welcomed into the firm in 2022 as a Financial Advisor. Ashton graduated from TCU where she received a bachelor’s degree in finance and was actively involved on campus through holding leadership positions in her sorority, Alpha Delta Pi. She is now the lead advisor of the Adaptation Financial Houston, Texas location.

Alan has been a member of the Oklahoma City Men’s Dinner Club for over 30 years and is a current Board Member. He has been a member of Rotary Club 29 since 1988. He is also a member of Leadership Oklahoma City Class XV as well as a member and current Board member of The Committee of 100, Oklahoma City Chapter. He has been a sponsor for OSU Executive Management Briefing for over 20 years and also has provided support to the Oklahoma City Food Bank, United Methodist Committee on Relief, Salvation Army, Oklahoma Heart Association, and Oklahoma Youth Ag Expo over the years.