Nikulski Financial, Inc.

Overview

Nikulski Financial, Inc. is an independent registered investment adviser that began SEC registration in 2017 and is owned by an individual principal. The firm serves both individual and family clients as well as institutional accounts, delivering financial planning, portfolio management for individuals and small businesses, manager selection and client education through seminars and workshops. Its pricing includes asset-based fees alongside hourly and flat-fee arrangements. Nikulski acts as a capital allocator, sourcing third-party managers and funds for client portfolios rather than relying solely on in-house product. The firm favors equity exposure as a core portfolio sleeve and does not present itself as an ESG-focused manager. It primarily operates as a single-state adviser and positions itself toward customized advice for clients who need both planning and access to external alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices