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4275 Ontario Drive, Bettendorf, IA 52722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2009-09-25 |
| TX | RA | APPROVED_RES | 2009-09-25 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nikulski Financial, Inc. | Bettendorf | IA | 07/2007 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-02 |
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