Nikulski Financial, Inc.

Nikulski Financial, Inc. (CRD# 151569) is a financial advisory firm headquartered in Bettendorf, IA. They manage $85,600,000 in 920 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • Total Number of Accounts
    920
    ACCOUNTS
  • Average Account Value
    $93,043
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, IA, IL, LA, TX

Financial Advisors at Nikulski Financial, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Andrew M. Swanson
CRD#: 6512060
3289 Utica Ridge Road, Bettendorf, IA 52722
88
Wealthminder
score

Andrew Swanson (CRD# 6512060) is an Investment Advisor Representative working at Nikulski Financial, Inc. in Bettendorf, IA and has 1 year of experience in the finance industry.

2
Brian J. Nikulski
CRD#: 2630600
3289 Utica Ridge Road, Bettendorf, IA 52722
86
Wealthminder
score

Brian Nikulski (CRD# 2630600) is an Investment Advisor Representative working at Nikulski Financial, Inc. in Bettendorf, IA and has over 21 years of experience in the finance industry. Brian Nikulski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.