Anita Niefeldt


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.
2024
1 Employee
17047822
Individual Investors, Businesses
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
Long Term Care, Variable Annuity, Life, Annuity
Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
Yes
Your Office, Email, Video Conference, Your Home, Our Office, Phone
Fee-Only
$100000
Based on Assets, Hourly, Flat Fee
1
.70%
1%
Why should I choose you as my financial advisor?
How do you charge for your services?
What services do you provide? What are your specialties?
What financial institution(s) do you represent?
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
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