NIKULSKI FINANCIAL, INC.
Firm details
- Headquarters
- BETTENDORF, Iowa
- CRD number
- 151569
- Registered since
- February 8, 2017
- Website
- www.nikulskifinancial.com
- Custodians
- ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI75.45%
- Individuals23%
- Charitable Organizations0.84%
- Corporations / Businesses0.71%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Nikulski Financial, Inc. is an independent, individually owned registered investment adviser that began SEC registration in 2017. The firm positions itself as a capital allocator for both individual/family and institutional clients, offering fee arrangements that include a percentage of AUM, hourly charges, and fixed fees. Core advisory activities reported are financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and delivery of educational seminars and workshops. The firm is not an active ESG investor and does not describe itself as a multi‑state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- Public Funds/Mutual Funds42%
- Cash & Cash Equivalents4%
Contacts
3 of 7Mario Jorge
Portfolio AdministratorCRD 7886726
Ethan Good
Associate Financial PlannerCRD 7960878
Amber Netherton
Vice President of OperationsCRD 6851326
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 105Active vs passive
$203M in ETFs
86%
$175M
9%
$27.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO INTERNATIONAL BUYBACK ACHIEVERS ETF (IPKW) | Invesco | Passive | Foreign Large Blend | $12.9M | 229,788 | 6.37% |
Location
BETTENDORF, IA
SCOTT
Location
BETTENDORF, IA
Headquartered in BETTENDORF, IA, anchoring the Davenport-Moline, IA-IL metro in the Midwest.
- Metro area
- Davenport-Moline, IA-IL
- Region
- Midwest
- County
- SCOTT
- Address
- 4275 Ontario Dr
- Time zone
- CT (UTC-6)
- Office locations
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