Brian Jacob Nikulski
Investment adviser representative at Nikulski Financial, Inc.
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$449MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- Nikulski Financial, Inc.Jul 2007 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (IA, TX).
Nikulski Financial, Inc.
$449MAssets managed
475Clients
8Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2630600
- Firm CRD
- 151569