Brian J. Nikulski
Nikulski Financial, Inc.
Fee-Only Financial Planner serving the Quad Cities area
Brian Nikulski has been in the business of financial planning since 1996. He is currently the President and Chief Compliance Officer for Nikulski Financial, Inc; a fee-only Registered Investment Advisory (RIA) firm and full service financial planning company. Prior to establishing Nikulski Financial, he was a partner in one of the most successful group practices in the country at American Express Financial Advisors; currently Ameriprise Financial, Inc. He held several securities licenses prior to becoming an RIA.
Nikulski received his Bachelor of Science degree in Finance and Economics from Northeast Missouri State University (now Truman State University, Kirksville, MO). He has also received numerous industry awards for outstanding financial planning advice and obtained top production levels within American Express Financial Advisors and the financial services industry. He earned his CERTIFIED FINANCIAL PLANNER TM designation in 2000 and has advanced training in portfolio construction and risk management.
Mr. Nikulski is on the Executive Committee of the Illowa Council of the Boy Scouts of America; assisting them in managing their Endowment Funds and overall operations. He also manages money for other Non-Profit Endowment Funds within the Iowa and Illinois Quad Cities area. Nikulski was previously a member of the Truman State University Foundation Board Endowment Fund’s Investment Committee.
Nikulski maintains industry affiliations with the National Association of Personal Financial Advisors (NAPFA), Financial Planning Association (FPA), and the Fee Only Network. He has been quoted in numerous national and regional publications including the Wall Street Journal and Barron’s Magazine and was recognized by the Quad Cities Times Business Journal in 2004 as a member of the 40 Under 40.
Nikulski serves as a leader in Boy Scouts of America Pack 89 and Troop 24, and is an active member of his church as a Eucharistic Minister. He enjoys spending time with his wife and three children, hunting, shooting, golfing, and enjoying the outdoors.
Brian J. Nikulski is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Nikulski Financial, Inc. is a fee only Registered Investment Advisory (RIA) firm that emphasizes comprehensive financial planning. Being an RIA means that we have a fiduciary duty to keep our clients’ best interests at the forefront of all decisions. We believe this is accomplished through the values-based relationships we build with our clients. The level of personalized service we provide is the engine that drives us to achieve excellence in our industry.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Business Succession Planning
- Employer Sponsored Retirement Plans
- College Education Planning
- Tax Planning
- Estate & Generational Planning
- Physicians & Medical Professionals
- Corporate Executives
- Business Owners
- Business Professionals
- Retirees and Near Retirees
- Complimentary Initial Consultation
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
Professional Designations & Affiliations
Brian Nikulski is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Brian Nikulski is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Brian Nikulski is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Brian J. Nikulski
3289 Utica Ridge Rd
Bettendorf, IA 52722