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

This Office

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