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®

(563) 344-0118

Fee-Only Financial Planner serving the Quad Cities area

Brian Nikulski is a Bettendorf, IA fee-only financial planner. Nikulski Financial, Inc. provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Brian Nikulski is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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 the country’s 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

Contact Brian J. Nikulski

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Office Locations:

  • 3289 Utica Ridge Rd
    Bettendorf, IA 52722

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