Brian Nikulski
Nikulski Financial · Bettendorf, Iowa
Brian Nikulski is a fee-only financial advisor at Nikulski Financial in Bettendorf, Iowa, who holds the CFP credential. Nikulski Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Nikulski Financial |
|---|---|
| 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 | CFP |
| SEC registration | Investment adviser representative in IA, TX · CRD 2630600 |
| Exams passed | Series 63 (1995) · Series 65 (1998) |
| Firm size | 10 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.nikulskifinancial.com |
How Brian's firm compares
- Nikulski Financial's average account is about $945,000, from its Form ADV (assets managed divided by 475 accounts).
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Questions about Brian
Is Brian Nikulski a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Nikulski Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Nikulski Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brian Nikulski based?
Brian Nikulski is based in Bettendorf, Iowa.
What credentials does Brian Nikulski hold?
Brian Nikulski holds the CFP credential.
Is Brian Nikulski registered with the SEC?
Yes. Brian Nikulski is registered as an investment adviser representative in IA and TX (CRD 2630600), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Nikulski Financial manage?
Nikulski Financial reports $449.0M across 475 accounts in assets under management.
How do I contact Brian Nikulski?
Through Brian's website, www.nikulskifinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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