Brian J. Nikulski,  CFP<sup>&reg;</sup> - Financial Advisor

Brian J. Nikulski, CFP®

President

Nikulski Financial, Inc.

3289 Utica Ridge Rd
Bettendorf, IA 52722
FINANCIAL ADVISOR'S WEBSITE
(563) 344-0118 Contact Me

General

Brian Nikulski is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Nikulski Financial, Inc. in Bettendorf, IA and the surrounding communities.

Financial Advisor Overview

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 has enabled us to maintain a reputation for excellence in our industry.

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Financial Advisor Experience

Brian has been a financial planner since 1996 and obtained the CERTIFIED FINANCIAL PLANNERTM - practitioner designation in 2000. He works primarily with pre-retirees and retirees whose peace of mind comes from comprehensive financial planning. This ongoing process allows clients to define and re-define their goals as circumstances change.

The results of financial planning can be measured through goal attainment and the confidence built around the progress towards it.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Limited Partnerships, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Sudden Wealth

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