Andrew Swanson
Nikulski Financial, Inc. · Bettendorf, Iowa
Andrew Swanson is a fee-only financial advisor at Nikulski Financial, Inc. in Bettendorf, Iowa, who holds the CFA and CFP credentials. Nikulski Financial, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Nikulski Financial, Inc. |
|---|---|
| Based in | Bettendorf, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $449.0M across 475 accounts |
| Credentials | CFA · CFP |
| SEC registration | Investment adviser representative in IA · CRD 6512060 |
| Exams passed | Series 65 (2015) |
| Firm size | 10 employees |
| Disclosures | None reported |
How Andrew's firm compares
- Nikulski Financial, Inc.'s average account is about $945,000, from its Form ADV (assets managed divided by 475 accounts).
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Questions about Andrew
Is Andrew Swanson a fee-only financial advisor?
Yes. Andrew Swanson is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Andrew's firm.
How does Andrew charge for financial advice?
Andrew's firm, Nikulski Financial, Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Andrew Swanson based?
Andrew Swanson is based in Bettendorf, Iowa.
What credentials does Andrew Swanson hold?
Andrew Swanson holds the CFA and CFP credentials.
Is Andrew Swanson registered with the SEC?
Yes. Andrew Swanson is registered as an investment adviser representative in IA (CRD 6512060), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Nikulski Financial, Inc. manage?
Nikulski Financial, Inc. reports $449.0M across 475 accounts in assets under management.
How do I contact Andrew Swanson?
Contact details aren't on file yet. Search for Nikulski Financial, Inc..
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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