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NIKULSKI FINANCIAL, INC.

BETTENDORF, IA · CRD 151569 · IAPD ↗ · 563-344-0118

$449.0MRegulatory AUM
6Advisory reps
10Employees
1Clients
51-100Planning clients
0Private funds
7States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2025 — NIKULSKI FINANCIAL, INC. notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — NIKULSKI FINANCIAL, INC. reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
June 2024 — NIKULSKI FINANCIAL, INC. notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — NIKULSKI FINANCIAL, INC. grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.