Brian J. Nikulski
CFP®
Nikulski Financial, Inc.
Financial Planner
Brian J. Nikulski
CFP®
Nikulski Financial, Inc.
Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Brian J. Nikulski, CFP®
Fee-Only Financial Planner located in Bettendorf, IA, serving clients locally and across the country.
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.
Mr. 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 maintains industry affiliations with the National Association of Personal Financial Advisors (NAPFA) and the Fee Only Network. He was previously a member of the Truman State University Foundation Board Endowment Fund’s Investment Committee. Mr. Nikulski is a member of the board of Scott County Catholic Schools. He is involved in the Finance sub-committee. He also serves on the school board of Lourdes Catholic School in Bettendorf, Iowa where his activities include representing the school board on the St. John Vianney Catholic Church Parrish Council and on other school board committees.
Mr. Nikulski 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.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Business Succession Planning
- Employer Sponsored Retirement Plans
- College Education Planning
- Tax Planning
- Estate & Generational Planning
Ideal Clients
- Physicians & Medical Professionals
- Corporate Executives
- Business Owners
- Business Professionals
- Retirees and Near Retirees
Working Together
- Complimentary Initial Consultation
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
Professional Designations & Affiliations
-
Brian Nikulski is a NAPFA-Registered Financial AdvisorThe 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 VerificationCFP® 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.
Contact Brian J. Nikulski
Office Locations:
-
3289 Utica Ridge Rd
Bettendorf, IA 52722
