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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between July 11, 2025 and March 17, 2026, reported AUM increased 21.2%, from $370.5M to $449.0M.
Across 5 reported observations, AUM increased 55.5% between August 19, 2022 and March 17, 2026, from $288.7M to $449.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 476 clients, or 79.3 clients per representative. That equates to $943.2K in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on March 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
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- Custodian
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Owner & Executives
BRIAN JACOB NIKULSKI
Chief Compliance Officer, President
- CRD
- #2630600
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Talen Butler
--
- CRD
- #8324659
Ethan Robert Good
Vice President
- CRD
- #7960878
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 |
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Separately Managed Accounts
SMA allocation detail is available
Nikulski Financial, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Nikulski Financial, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.