Joel Scott Lawlor
Investment adviser representative at Nikulski Financial, Inc.
11 yearsExperience
1 stateRegistered in
$449MFirm assets
9 yearsFirm in business
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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
11 years in the industry.
- Nikulski Financial, Inc.May 2026 to now
- Ameriprise FinancialJun 2025 to Apr 2026
- Timmermans Supper ClubOct 2024 to Apr 2026
- Leclaire Manufacturing CoJun 2024 to Aug 2024
- Leclaire Manufacturing CoJun 2023 to Aug 2023
- Loras CollegeAug 2022 to May 2026
- Davenport Country ClubJan 2021 to Aug 2022
- Hungry HoboJun 2018 to Dec 2020
- N/aJan 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 8121972
- Firm CRD
- 151569