Nikulski Financial, Inc.
Nikulski Financial, Inc. is an SEC-registered mass-market adviser in Bettendorf, IA with $449.0M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Nikulski Financial, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 151569, SEC 801-109933, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $449.0M (2026-03-17)
- Firm type
- Mass-Market Adviser
- Location
- Bettendorf, IA
- Employees
- 10
- Clients
- 475
- CRD
- 151569
- Ownership
- NIKULSKI, BRIAN, JACOB
How much AUM does Nikulski Financial, Inc. have?
Nikulski Financial, Inc. reported $449.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Nikulski Financial, Inc.?
Disclosed owners and executives of Nikulski Financial, Inc. include NIKULSKI, BRIAN, JACOB. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.