Wealth Manager
    SEC Registered
    Manages Private Funds

    Nikulski Financial, Inc.

    Registered investment advisor · Bettendorf, Iowa · CRD #151569

    Assets Under Management
    $449M
    Client Accounts
    475
    Employees
    10
    CRD Number
    151569
    Registration
    SEC Registered
    Custodian
    Altruist Financial Llc, Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Nikulski Financial, Inc.

    Nikulski Financial, Inc. is a fee-only Registered Investment Advisory firm founded in 2006, specializing in comprehensive financial planning with a fiduciary duty to clients. It has 2-10 employees and no known funding rounds.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Nikulski Financial, Inc.

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    Frequently Asked Questions

    What is Nikulski Financial, Inc.'s AUM?

    Nikulski Financial, Inc. reports approximately $449M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Nikulski Financial, Inc. headquartered?

    Nikulski Financial, Inc. is headquartered in Bettendorf, Iowa.

    What is Nikulski Financial, Inc.'s CRD number?

    Nikulski Financial, Inc.'s CRD number is 151569. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Nikulski Financial, Inc. manage?

    Nikulski Financial, Inc. manages approximately 475 client accounts according to its latest SEC filing.

    Is Nikulski Financial, Inc. SEC registered?

    Yes, Nikulski Financial, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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