This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- CrestInsight +more
- Established Date
- 09-25-2009
- Office Locations
- 1
Office Locations
About Nikulski Financial, Inc.
Nikulski Financial is an independently owned CFP® firm (founded 2009) providing comprehensive financial planning and investment management for families, local businesses, and institutions in the Quad Cities. The team builds customized plans across cash management, tax, retirement, and estate planning, coordinating with attorneys and tax advisors. Portfolios follow a risk-based core-satellite approach implemented primarily with individual stocks, bonds, and ETFs, generally avoiding mutual funds; custody includes Schwab and Altruist.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRIAN JACOB NIKULSKI
Chief Compliance Officer, President
- CRD
- #2630600
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
RYAN DAVID BINTZ
--
- CRD
- #8030750
Ethan Robert Good
Vice President
- CRD
- #7960878
Unison momentum
Harbor meridian frontier
- CRD
- #19326
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $448,977,741 | $945,216 |
| Non-Discretionary | $0 | -- |
| Total | $448,977,741 | $945,216 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $448,977,741
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,803,388,935 | 25.3% |
| Public Funds | $2,794,183,646 | 39.2% |
| Cash | $2,530,446,925 | 35.5% |
| Total | $7,128,019,506 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CATALYST CREST | HARBOR FRONTIER | 196YO9UOW | BKN | 7.25% | $42,218,162 |
| LEGACY FOCUS | RADIAL MATRIX | AHWEK5H2L | DXKV | 5.99% | $90,135,750 |
| PATHWAY MERIDIAN FRONTIER | BRIDGE FUSION | 0WXP3IRCT | RXO | 2.60% | $91,306,574 |
| RADIAL QUANTUM | LEGACY VALUE | YG2LN6LZY | YCL | 2.02% | $58,611,508 |
| CREST ALPHA | HORIZON RIDGE | LDTL7KDV3 | CNM | 8.91% | $46,161,839 |
| PEAK FUSION FRONTIER | CATALYST INSIGHT | QWOSHY93T | LCWYU | 2.30% | $46,299,923 |
| DELTA MATRIX SUMMIT | NORTH PEAK | NWJNBRNLF | YCR | 11.67% | $61,956,622 |
| FOUNDATION EAGLE | LEGACY SUMMIT | 8X6BVI2IL | MUJU | 2.02% | $74,686,415 |