Advisors at this firm
Brian N
CFP®, Series 63, Series 65
Bettendorf, IA
Nikulski Financial, Inc.
Brian Nikulski is a CFP® with 30 years of industry experience and has been with Nikulski Financial, Inc. since 2007. He holds Series 63 and Series 65 licenses and is based in Bettendorf, IA. Outside of his advisory role, he serves on the board of Scott County Catholic Schools, where he participates in the finance committee and leads the investment sub-committee. Nikulski Financial serves individuals, including high-net-worth clients, as well as corporations, trusts, and retirement plans, offering discretionary asset management, financial planning, and retirement plan consulting. The firm employs an active, supervised portfolio management approach using individual securities and specialized funds, supported by quantitative trading systems and periodic rebalancing.
Mario J
Series 65
Bettendorf, IA
Nikulski Financial, Inc.
Mario Jorge is a financial advisor at Nikulski Financial, Inc. in Bettendorf, IA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at several credit unions and banks, such as DuTrac Community Credit Union and Quad Cities Bank & Trust. Nikulski Financial serves individuals, corporations, trusts, and retirement plans by providing discretionary asset management, financial planning, and retirement plan consulting. The firm focuses on active portfolio management using individual securities and specialized funds, incorporating quantitative trading systems and periodic rebalancing to align with client risk profiles.
Ethan G
CFP®, CFA®, Series 65
Bettendorf, IA
Nikulski Financial, Inc.
Ethan Good is a CFP® and CFA® with one year of industry experience, currently serving as a financial advisor at Nikulski Financial, Inc. Prior to joining Nikulski Financial, he held positions at Principal Financial Group and the University of Iowa. Outside of finance, Mr. Good works as a freelance musician, performing with various bands, solo, and in church services. Nikulski Financial serves individuals, corporations, trusts, and retirement plans by providing discretionary asset management, financial planning, and consulting. The firm emphasizes active portfolio management across multiple risk levels, using individual securities and specialized funds rather than mutual funds.
Amber N
Series 65
Bettendorf, IA
Nikulski Financial, Inc.
Amber Netherton is a financial advisor with Nikulski Financial, Inc., holding a Series 65 designation and eight years of industry experience. She has been with Nikulski Financial since 2015. Nikulski Financial serves individuals, including high-net-worth clients, as well as corporations, trusts, and retirement plans, providing discretionary asset management, financial planning, 401(k) management, and retirement plan consulting. The firm emphasizes active, supervised portfolio management using individual stocks, bonds, ETFs, and specialized funds, incorporating quantitative trading systems and periodic rebalancing to align portfolios with client risk profiles.
Ryan B
Series 65
Bettendorf, IA
Nikulski Financial, Inc.
Ryan Bintz is a financial advisor at Nikulski Financial, Inc. with one year of industry experience. He holds a Series 65 designation and has a background that includes legal positions at Mainstay Law and Schiff Hardin LLP, as well as service in the U.S. Marine Corps Reserve. Nikulski Financial serves individuals, including high-net-worth clients, corporations, trusts, and retirement plans by providing discretionary asset management, financial planning, and retirement plan consulting. The firm uses an active, supervised portfolio management approach across multiple risk levels, focusing on individual securities, ETFs, and specialized funds rather than mutual funds.
Andrew S
CFP®, Series 65
Bettendorf, IA
Nikulski Financial, Inc.
Andrew Swanson is a CFP® and holds a Series 65 license, with 10 years of industry experience. He has been with Nikulski Financial, Inc. since 2014. Nikulski Financial serves individuals, including high-net-worth clients, as well as corporations, trusts, and retirement plans. The firm offers discretionary asset management, financial planning, and retirement plan consulting, employing an active, supervised portfolio management approach that emphasizes individual securities and specialized funds over mutual funds.