Brian Jacob Nikulski

Employer firm

Nikulski Financial, Inc. CRD 151569

$449M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2007 → Present
  Nikulski Financial, Inc.
  Bettendorf, IA

Previous Registrations

• 2006-01-10 → 2009-10-21
  Cambridge Investment Research Advisors, Inc.
  Davenport, IA
• 1999-01-01 → 2006-01-06
  Ameriprise Financial Services, Llc
  Davenport, IA

Other Businesses

1. MR. NIKULSKI HAS A 1% OWNERSHIP STAKE IN NEW INNOVATION, LLC. NEW INNOVATION LLC IS A REAL ESTATE HOLDING COMPANY AND MR. NIKULSKI DEVOTES APPROXIMATELY 1 HOUR PER MONTH TO THIS ACTIVITY. 2. MR. NIKULSKI OWNS 50% OF WHITETAIL TIMBER FARMS, LLC, A REAL ESTATE INVESTMENT COMPANY. MR. NIKULSKI DEVOTES APPROXIMATELY 1 HOUR PER MONTH TO THIS ACTIVITY. 3. MR. NIKULSKI IS A MEMBER OF THE BOARD OF SCOTT COUNTY CATHOLIC SCHOOLS. HE IS INVOLVED IN THE FINANCE COMMITTEE AND LEADS THE INVESTMENT SUB-COMMITTEE. MR. NIKULSKI SPENDS APPROXIMATELY 4 HOURS A MONTH ON THIS ACTIVITY. MR. NIKULSKI DOES NOT RECEIVE ANY COMPENSATION FOR THIS ACTIVITY.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-03-26
• S63 Uniform Securities Agent State Law Examination
  1995-10-02

Designations

• Certified Financial Planner

Other Names

• Bj Nikulski