Brian Nikulski
Brian Nikulski is a CFP-designated registered investment advisor at Nikulski Financial, INC., based in Bettendorf, IA, with 30 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 418 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $7.5M | 0.80% |
| $7.5M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.65% |
| $15.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Multiple accounts under the same household may be aggregated to reach fee break points.
Fee Estimator
Location
4275 Ontario Drive, Bettendorf, IA, 52722
Get directionsHistory
Regulatory History (5)
Customer Dispute
January 2022Customer Dispute
April 2021Customer Dispute
April 2019Customer Dispute
December 2018Customer Dispute
December 2002Other Business Activities
Brian has a 1% ownership stake in New Innovation, LLC, a real estate holding company, and owns 50% of Whitetail Timber Farms, LLC, a real estate investment company, dedicating minimal time to each. He also serves on the board of Scott County Catholic Schools, spending minimal time on this uncompensated activity.
Employment History
Current Registrations
Nikulski Financial, INC.
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.