NIKULSKI FINANCIAL, INC.
Bettendorf, Iowa
5.0
6 Reviews
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 fee...
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Assets Under Mgmt

$252.08M

Investment Professionals

2

Locations

0

% 401K & Individual

35%

% Discretionary

96%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Disclosures
Now the subject of a civil proceeding involving previous disclosures
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