Anita Niefeldt

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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.

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General Information

Firm Start Year

2024

No. of Employees

CRD#

5329067

Firm CRD#

5329067

Insurance License#

17047822

Years of Experience in Financial Services

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

Compliance

Registered Investment Advisor

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 7, Series 6, Series 63, Series 66

Insurance and Annuity Licenses

Long Term Care, Variable Annuity, Life, Annuity

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

Minimum Fee Charged for Managed Accounts

.70%

Minimum Fee Charged for Hourly Planning Accounts

Education

MBA -

WHU Dusseldorf
09/01/2022 -09/30/2024

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1893616/paladinregistry-Viridian-Wealth-Management-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Viridian Wealth Management