Nikulski Financial, Inc.
● SEC registered since 2017CRD 151569SEC# 801-109933Bettendorf, IA
Reg. AUM
$449M
Employees
10
Accounts
475
Location
Bettendorf, IA
Nikulski Financial, Inc. assets under management
Nikulski Financial, Inc. is an investment advisory firm registered with the SEC based in Bettendorf, IA. The firm has been registered since 2017. It reports $449 million in regulatory assets under management and employs 10 people.
Nikulski Financial, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Jacob Nikulski Control | President And Chief Compliance Officer | Over 75% | 2009 |
Frequently asked questions
How much does Nikulski Financial, Inc. manage?
Nikulski Financial, Inc. reports $449 million in regulatory assets under management on its Form ADV.
How many employees does Nikulski Financial, Inc. have?
Nikulski Financial, Inc. reports 10 employees.
Where is Nikulski Financial, Inc. located?
Nikulski Financial, Inc. is based in Bettendorf, IA and has been SEC-registered since 2017.
Does Nikulski Financial, Inc. disclose fund performance?
Nikulski Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4275 Ontario Drive, Bettendorf, IA 52722 |
| Phone | 563-344-0118 |
| Fax | 563-344-0120 |
| Office hours | Mon-Thurs: 8:00a.m.-5:30p.m.. Fri: 8:00a.m.-3:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$449M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$449Mregulatory AUM
Discretionary $449M