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NIKULSKI FINANCIAL, INC.
CRD 151569 · SEC 801-109933
4275 ONTARIO DRIVE, BETTENDORF, IA, 52722, United States
Phone
563-344-0118
Fax
563-344-0120
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$449.0M
Discretionary AUM
$449.0M
Team
10 total employees; 6 advisory reps; 1 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 352 | $103.3M |
| High net worth individuals | 116 | $338.7M |
| Charitable organizations | 4 | $3.8M |
| Corporations/business entities | 3 | $3.2M |
States served
IL, IA, NE, TN, WI, TX, FL
All web addresses on file
- https://www.instagram.com/nikulski_financial/
- https://www.linkedin.com/company/nikulski-financial-inc-
- https://twitter.com/Nikulski_RIA
- https://www.facebook.com/nikulskifinancial
- https://www.nikulskifinancial.com/
- https://vimeo.com/search?type=clip&q=strictly+fiduciary, https://vimeo.com/1146615387
- https://nikulskifinancial.com/resources-library/#video
Official SEC filing: View on IAPD