VETTED

Anita Niefeldt

CFP®
Viridian Wealth Management
Anita Niefeldt
Tel: 737-381-3540 10900 Research Blvd Ste 160C, Unit #2704 Austin, TX 78759
About Anita Niefeldt
ANITA NIEFELDT, CFP® MBA Founder, Wealth Advisor Anita Niefeldt, CFP® MBA is a seasoned financial advisor with nearly two decades of experience in the financial services industry. Previously with two large firms, in 2024 Anita founded her own practice, Viridian Wealth Management, to have more flexibility to serve the broad needs of her clients.

Anita leverages her extensive experience to help clients navigate complex financial landscapes, helping them pursue their long-term financial goals. Throughout her career, she has demonstrated an unwavering commitment to helping her clients achieve financial success. Her comprehensive experience, professional qualifications, and academic achievements have given her the opportunity to successfully serve hundreds of clients.

Anitas qualifications are a testament to her commitment to professional excellence. She is a CERTIFIED FINANCIAL PLANNER" certificant, holding insurance licenses for Life, Health, and Annuities (AR# 17047822, CA# 4211550), and registrations for Series 7 and 66. These credentials underscore her deep knowledge and experience in the financial planning field.

Anita graduated with a Master of Business Administration (MBA) in Business from the WHU-Otto Beisheim School of Management in 2025. Additionally, she earned a Bachelor of Arts (BA) in Anthropology from the University of North Texas, providing her with a unique perspective on human behavior and cultural dynamics, which she skillfully integrates into her financial advisory practice.

Anita, born and raised in Austin, TX, is married with three children. Together the family enjoys traveling globally and spending time with friends and family.
About Viridian Wealth Management
Personalized financial planning and investment guidance for women and their families facing retirement, inheritance, divorce, widowhood, job change, and other major life changes.
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General Information
Firm Start Year:

2024

No. of Employees:

1 Employee

Insurance License#:

17047822

Work with the following types of clients:

Individual Investors, Businesses

Advisory Services Provided:

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Planning for Individuals, Financial Planning for Businesses, 401K Rollovers

Qualifications & Memberships
Insurance and Annuity Licenses:

Long Term Care, Variable Annuity, Life, Annuity

Services
Investment Types:

Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)

I provide a free initial consultation:

Yes

Preferred meeting methods
Can meet clients in the following ways:

Your Office, Email, Video Conference, Your Home, Our Office, Phone

Compensation and Fees
Fee Structure:

Fee-Only

Minimum Portfolio Size for New Managed Accounts:

$100000

Compensation Methods:

Based on Assets, Hourly, Flat Fee

Fee % Based on Assets:

1

Minimum Fee Charged for Managed Accounts:

.70%

Minimum Fee Charged for Hourly Planning Accounts:

1%

Education
MBA:
WHU Dusseldorf
09/01/2022 - 09/30/2024
21 Years of Experience
CRD# 5329067Firm CRD# 5329067Insurance License# 17047822Series: 7, 6, 63, 66
Compliance
Registered Investment AdvisorYes
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
Compensation Arrangements
Bank Transfer
Social Network
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