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Brian Nikulski (CFP®)

Brian Nikulski focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • High Net Worth Client Needs
  • Hourly
  • Investment Advice with Ongoing Management

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

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

This Office

4275 Ontario Drive Bettendorf, IA 52722 Phone: (563) 344-0118 Fax: (563) 344-0120
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