Brian Nikulski has been in the business of financial planning since 1996. He is currently 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 (now 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 the financial services industry. He earned his CERTIFIED FINANCIAL PLANNER™ (CFP) designation in 2000 and has advanced training in portfolio construction, risk management and estate planning.
Nikulski is a member of the Lourdes Catholic School Board in Bettendorf, Iowa. He serves as the board liaison between Lourdes Catholic School and St. John Vianney Catholic Church Parrish Council, sits on the Strategic Planning Committee and assists with other general Board activities. Nikulski also manages funds for other Non-Profit Endowment Funds within the Iowa and Illinois Quad Cities area. Nikulski was previously a member of the Truman State University Foundation Board Endowment Fund’s Investment Committee as well as other local Non-Profit Boards.
Nikulski maintains industry affiliations with the National Association of Personal Financial Advisors (NAPFA), Financial Planning Association (FPA), and the Fee Only Network. He is a member of the Midwestern Regional Board of the National Association of Personal Financial Advisors (NAPFA). Nikulski’s activities include being on the Academic Outreach Committee and assisting with other general Board functions. He 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 serves as an adult leader and Chartered Organization Presentative for Boy Scouts of America Troop 24, and is an active member of his church as a Eucharistic Minister. He enjoys spending time with his wife and three children, hunting, shooting, golfing, and enjoying the outdoors.