Nikulski Financial, Inc.

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Brian Nikulski (CFP®)

Brian Nikulski specializes in
the following areas of expertise:

  • Advising Medical Professionals
  • Alternative or Private Investments
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving - Trusts & Foundations
  • College/Education Planning
  • Estate & Generational Planning Issues

Planning Specialties

Our Services

Dynamic Allocation

Financial Planning

  • Cash Flow and Debt Management
  • Risk Management and Insurance Planning 
  • Investment Planning 
  • Income Tax Planning 
  • Retirement Planning 
  • Estate Planning

Employer Sponsored Retirement Plans

Employee Equity Compensation

Business Succession Planning 

NAPFA Start Date

December 10, 2014

Industry Start Date

January 01, 2006

Nikulski Financial, Inc.

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This Office

3289 Utica Ridge Rd Bettendorf, IA 52722-1613 Phone: (563) 344-0118 Fax: (563) 344-0120