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Brian Jacob Nikulski

NIKULSKI FINANCIAL, INC.·BETTENDORF, Iowa
Series 7, Series 9, Series 10, Series 24, Series 63, Series 65CFP27 years registeredNIKULSKI FINANCIAL, INC.
4275 ONTARIO DRIVE, BETTENDORF, IA 52722CRD# 2630600Firm CRD# 151569

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Jacob Nikulski · BETTENDORF, IA
Registration
CRD #2630600 · NIKULSKI FINANCIAL, INC. · 27 years registered
Brand Profile
Not yet started
01

Career History

NIKULSKI FINANCIAL, INC.
Sep 2009 – present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Jan 2006 – Oct 2009
DAVENPORT, IA
AMERIPRISE FINANCIAL SERVICES, INC.
Jan 1999 – Jan 2006
DAVENPORT, IA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 9
Series 10
Series 24
Series 63
Series 65
Registration record
First registered · January 1, 1999
Years registered · 27
Professional designation · CFP
03

Disclosure History

2019Customer Dispute·Award / Judgment

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
NIKULSKI FINANCIAL, INC.
CRD 151569 · SEC 801-109933
AUM
$306M
Regulatory assets under management
Employees
9
1,240 client accounts
Services offered by NIKULSKI FINANCIAL, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at NIKULSKI FINANCIAL, INC. →
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05

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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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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