Nikulski Financial, Inc. is a small investment advisory firm based out of Bettendorf, IA, boasting a strong reputation in the financial industry. With a single office, the firm comprises a total of seven dedicated employees, two of whom specialize in providing top-notch investment advisory services.
As experts in their field, Nikulski Financial, Inc. manages an impressive average of approximately $126,040,000 in assets under management per investment advisor, aligning with the industry standard. Their compensation structure encompasses various types, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and tailored solutions for their clients.
Nikulski Financial, Inc. stands out in their expertise with employer 401Ks and individuals, as these two sources account for roughly half of their assets under management. Their vast experience in this space allows them to offer exceptional guidance and strategic planning to help clients maximize their investments.
Demonstrating their commitment to client satisfaction, a significant 96% of the assets managed by Nikulski Financial, Inc. are discretionary, indicating a high level of trust and confidence placed in their capabilities. With over 310 individual clients and a remarkable $252,082,000 in assets under management, the firm has established a substantial client base.
The long-standing success of Nikulski Financial, Inc. can be attributed, in part, to their team of highly experienced advisors. Notably, Amber Netherton, Andrew Swanson, and Brian Nikulski are among the firm's most tenured professionals, bringing invaluable knowledge and insights to their clientele.
Through their expertise, comprehensive services, and dedication to client satisfaction, Nikulski Financial, Inc. continues to solidify its position as a leading investment advisory firm, providing personalized financial solutions to individuals and businesses alike.