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Brian Jacob Nikulski

NIKULSKI FINANCIAL, INC.·BETTENDORF, Iowa
Unclaimed Profile
4275 ONTARIO DRIVE, BETTENDORF, IA 52722CRD# 2630600Firm CRD# 151569
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About

Brian Jacob Nikulski is a registered financial advisor based in BETTENDORF, Iowa, affiliated with NIKULSKI FINANCIAL, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NIKULSKI FINANCIAL, INC.
NIKULSKI FINANCIAL, INC.
AUM
$306M
Regulatory assets under management
Employees
9
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2630600
Firm CRD# 151569
1 disclosure on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brian Jacob Nikulski offer?
Brian Jacob Nikulski specializes in Financial Planning, Investment Management. Contact their office in BETTENDORF, Iowa for a consultation.
What are Brian Jacob Nikulski's credentials?
Brian Jacob Nikulski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Jacob Nikulski located?
Brian Jacob Nikulski is based in BETTENDORF, Iowa, working with NIKULSKI FINANCIAL, INC.. Their office serves clients in the BETTENDORF metropolitan area and surrounding communities.
How does Brian Jacob Nikulski charge for services?
Brian Jacob Nikulski's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NIKULSKI FINANCIAL, INC.?
NIKULSKI FINANCIAL, INC. has approximately 9 employees and manages $306M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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