Nikulski Financial, Inc.

Nikulski Financial, Inc. (CRD# 151569) is a financial advisory firm headquartered in Bettendorf, IA. They manage $305,541,790 in 1,240 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
4275 Ontario Drive, Bettendorf, IA 52722
https://twitter.com/nikulski_ria
By the Numbers
  • Total Assets Under Management
    306
    MILLION
  • Total Number of Accounts
    1,240
    ACCOUNTS
  • Average Account Value
    $246,405
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CO, IA, IL, NE, TX, WI

Financial Advisors at Nikulski Financial, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Amber Netherton, financial advisor Bettendorf IA
Amber J. Netherton
CRD#: 6851326
4275 Ontario Drive, Bettendorf, IA 52722

Amber Netherton (CRD# 6851326) is an Investment Advisor Representative working at Nikulski Financial, Inc. in Bettendorf, IA and has over 6 years of experience in the finance industry.

2
Brian Nikulski, financial advisor Bettendorf IA
Brian J. Nikulski
CRD#: 2630600
4275 Ontario Drive, Bettendorf, IA 52722

Brian Nikulski (CRD# 2630600) is an Investment Advisor Representative working at Nikulski Financial, Inc. in Bettendorf, IA and has over 28 years of experience in the finance industry.

3
Andrew Swanson, financial advisor Bettendorf IA
Andrew M. Swanson
CRD#: 6512060
4275 Ontario Drive, Bettendorf, IA 52722

Andrew Swanson (CRD# 6512060) is an Investment Advisor Representative working at Nikulski Financial, Inc. in Bettendorf, IA and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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