Nikulski Financial, Inc

Brian Nikulski, CFP

Location:


Bettendorf, Davenport, IA

Phone:


Nikulski Financial, Inc. is a fee only Registered Investment Advisory (RIA) firm that emphasizes comprehensive financial planning. Being an RIA means that we have a fiduciary duty to keep our clients’ best interests at the forefront of all decisions. We believe this is accomplished through the values-based relationships we build with our clients. The level of personalized service we provide is the engine that drives us to achieve excellence in our industry.

At Nikulski Financial, Inc.  we are a little different than other highly credentialed Certified Financial Planners. While managing your money is our duty, we focus on the goals you want to achieve and how Nikulski’s experienced management can help.

We begin our comprehensive planning with the “end in mind” helping our clients to successfully articulate what really matters in their lives – their goals, beliefs, and values.

We then outline strategies to help clients achieve those milestones under our diligent care. Our disciplined approach to comprehensive planning includes a personal investment risk assessment along with our proprietary Dynamic Allocation Strategy, allowing us to create client specific financial strategies and individually tailored portfolios. Through prudent management, our firm ensures that your interests are at the forefront of every management decision, assisting you in accomplishing your financial goals.

Our independent status and trusted skills provide NF the flexibility and tools to help clients achieve successful and satisfying lives.

Brian J. Nikulski, CFP®
CERTIFIED FINANCIAL PLANNER™ practitioner, President

Brian Nikulski has been in the business of financial planning since 1996. He is currently the President and Chief Compliance Officer for Nikulski Financial, Inc; a fee-only Registered Investment Advisory (RIA) firm and full-service financial planning company. Prior to establishing Nikulski Financial, he was a partner in one of the most successful group practices in the country at American Express Financial Advisors; currently Ameriprise Financial, Inc. He held several securities licenses prior to becoming an RIA.

Mr. Nikulski received his Bachelor of Science degree in Finance and Economics from Northeast Missouri State University (now Truman State University, Kirksville, MO). He has also received numerous industry awards for outstanding financial planning advice and obtained top production levels within American Express Financial Advisors and the financial services industry. He earned his CERTIFIED FINANCIAL PLANNER TM designation in 2000 and has advanced training in portfolio construction and risk management.

Mr. Nikulski maintains industry affiliations with the National Association of Personal Financial Advisors (NAPFA) and the Fee Only Network. He was previously a member of the Truman State University Foundation Board Endowment Fund’s Investment Committee. Mr. Nikulski is a member of the board of Scott County Catholic Schools. He is involved in the Finance sub-committee. He also serves on the school board of Lourdes Catholic School in Bettendorf, Iowa where his activities include representing the school board on the St. John Vianney Catholic Church Parrish Council and on other school board committees.

Mr. Nikulski is an active member of his church as a Eucharistic Minister. He enjoys spending time with his wife and three children, hunting, shooting, golfing, and enjoying the outdoors.