Nikulski Financial, Inc.
Nikulski Financial, Inc. is a fee only Registered Investment Advisory (RIA) firm that emphasizes comprehensive financial planning. Being an RIA means that we are fiduciaries and are legally obligated to keep our clients' best interest at the forefront of all decisions. Unfortunately, that is not the case with all financial advisors. We provide a unique relationship that provides advice tailored to your specific needs and goals. Our investment management philosophy is simple; keep the costs down by utilizing investments that are high quality yet inexpensive. Normally this involves using individual stocks, bonds, options and ETFs as opposed to more expensive and less opaque packaged products like mutual funds. We work closely with other professionals (accountants, attorneys, etc.) to assist in the complexities of financial planning. Nikulski Financial, Inc. is small enough to work with you on a personal level but connected enough to provide the products and services you would expect from a much larger firm.
Our Team
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Brian J. Nikulski, CFP®
CERTIFIED FINANCIAL PLANNER™ practitioner Brian Nikulski has been in the business of financial planning since 1996. He currently is the President and Chief Compliance Officer for Nikulski Financial, Inc; a fee-only Registered Investment Advisory (RIA) firm and full service financial planning company. Prior to establishing Nikulski Financial, he was a partner in one of the most successful group practices in the country at American Express Financial Advisors; currently Ameriprise Financial, Inc. He held several securities licenses prior to becoming an RIA. Nikulski received his Bachelor of Science degree in Finance and Economics from Northeast Missouri State University (currently Truman State University, Kirksville, MO). He has also received numerous industry awards for outstanding financial planning advice and obtained top production levels within American Express Financial Advisors and within the financial services industry. He earned his CERTIFIED FINANCIAL PLANNER TM (CFP) designation in 2000 and has advanced training in portfolio construction and risk management. Nikulski is active with his alma mater as a member of the Truman State University Foundation Board on the Endowment Fund’s Investment Committee. Mr. Nikulski is on the Executive Committee of the Illowa Council of the Boy Scouts of America; assisting them in managing their Endowment Funds. He also manages money for other Non-Profit Endowment Funds within the Iowa and Illinois Quad Cities area. Nikulski has been quoted in numerous national and regional publications including the Wall Street Journal and Barron’s Magazine and was recognized by the Quad Cities Times Business Journal in 2004 as a member of the 40 Under 40. Nikulski has consulted with several venture capital and start-up companies in raising capital and company structure; including OurStage, Inc., EPIC Research & Diagnostics, Inc., VIRxSYS, Inc., Chata Biosystems, Inc. and Protégé Sports, Inc. |
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Karrie Rindler, RP®
Office Manager
Karrie joined the Nikulski Financial team in January 2007. Mrs. Rindler has held different positions within the industry from advisor assistant to financial advisor. She currently holds a Series 7, Series 66, insurance license and is a Registered Paraplanner. She is a graduate of Southern Illinois University where she received a Bachelor of Science and a degree in Finance. While there, Mrs. Rindler was a money manager for the Saluki Student Investment Fund. |