Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > iowa > bettendorf > NIKULSKI FINANCIAL, INC.
NIKULSKI FINANCIAL, INC.
4275 Ontario Drive
Bettendorf, Iowa 52722
Tel: 563-344-0118
About NIKULSKI FINANCIAL, INC.
NIKULSKI FINANCIAL, INC, formally registered with the SEC as NIKULSKI FINANCIAL, INC. The firm was established in 02/08/2017. They have over 1 offices throughout the country.
NIKULSKI FINANCIAL, INC. is a Bettendorf, Iowa based Financial Planning firm with nearly $305,541,790 assets under management, offering retirement planning & investment advisory services to 1240 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 151569 |
| SEC# | 801-109933 |
| Assets Managed by Firm | $305,541,790 |
| No. of Clients | 1240 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1240 | $305,541,790 |
| Individuals (other than high net worth individuals) | 331 | $107,560,369 |
| High net worth individuals | 74 | $192,232,972 |
| Charitable organizations | 3 | $3,134,415 |
| Corporations or other businesses | 2 | $2,614,034 |
More Retirement Planning firms in Bettendorf, Iowa:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $377,222,976,882 | 6824 | 1955 | |
| $93,913,367,327 | 643 | 645 | |
| $88,549,358,554 | 213 | 258 | |
| $87,368,733,496 | 448526 | 3312 | |
| $16,157,423,229 | 212836 | 383 |
Explore More Retirement Advisors in Bettendorf, Iowa