Insights

Niche Market Focus Nikulski Financial specializes in comprehensive, fiduciary-based financial planning for high-net-worth clients, indicating a potential need for premium financial tools, advanced portfolio management solutions, and personalized client engagement technologies.

Investment Activities The company's recent investments in Salesforce and Vanguard Small-Cap ETF suggest a strategic focus on technology-driven sales and diversified asset management, opening opportunities for fintech integrations and asset management platforms.

Revenue Scale With an annual revenue between 10 and 25 million dollars and a small team of up to 50 employees, Nikulski Financial may benefit from scalable CRM solutions, client reporting software, and back-office automation services to enhance efficiency.

Market Competition Operating in a highly competitive industry alongside major firms like Charles Schwab and Fidelity, there is a need for innovative marketing tools and customer acquisition strategies that can differentiate their personalized service approach.

Technological Usage Utilizing platforms like WordPress, Google Fonts API, and Drupal Multisite indicates openness to digital enhancements, which suggests opportunities for advanced website optimization, digital client engagement tools, and data analytics solutions.

Nikulski Financial, Inc. Tech Stack

Nikulski Financial, Inc. uses 8 technology products and services including cdnjs, WordPress, oEmbed, and more. Explore Nikulski Financial, Inc.'s tech stack below.

  • cdnjs
    Content Delivery Network
  • WordPress
    Content Management System
  • oEmbed
    Dev Tools
  • Google Fonts API
    Font Scripts
  • jQuery UI
    Javascript Libraries
  • Swiper
    Javascript Libraries
  • Google Tag Manager
    Tag Management
  • Drupal Multisite
    Web Hosting

Nikulski Financial, Inc.'s Email Address Formats

Nikulski Financial, Inc. uses at least 1 format(s):
Nikulski Financial, Inc. Email FormatsExamplePercentage
First@nikulskifinancial.comJohn@nikulskifinancial.com
50%
First@nikulskifinancial.comJohn@nikulskifinancial.com
50%

Frequently Asked Questions

Where is Nikulski Financial, Inc.'s headquarters located?

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Nikulski Financial, Inc.'s main headquarters is located at 3289 Utica Ridge Road Bettendorf, Iowa 52722 United States. The company has employees across 1 continents, including North America.

What is Nikulski Financial, Inc.'s phone number?

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You can contact Nikulski Financial, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Nikulski Financial, Inc.'s official website and social media links?

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Nikulski Financial, Inc.'s official website is nikulskifinancial.com and has social profiles on LinkedIn.

How much revenue does Nikulski Financial, Inc. generate?

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As of February 2026, Nikulski Financial, Inc.'s annual revenue is estimated to be $125M.

What is Nikulski Financial, Inc.'s SIC code NAICS code?

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Nikulski Financial, Inc.'s SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Nikulski Financial, Inc. have currently?

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As of February 2026, Nikulski Financial, Inc. has approximately 12 employees across 1 continents, including North America. Key team members include Vice President Of Operations: A. N.Owner: B. J. N.Financial Planner, Vice President: A. S.. Explore Nikulski Financial, Inc.'s employee directory with LeadIQ.

What industry does Nikulski Financial, Inc. belong to?

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Nikulski Financial, Inc. operates in the Financial Services industry.

What technology does Nikulski Financial, Inc. use?

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Nikulski Financial, Inc.'s tech stack includes cdnjsWordPressoEmbedGoogle Fonts APIjQuery UISwiperGoogle Tag ManagerDrupal Multisite.

What is Nikulski Financial, Inc.'s email format?

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Nikulski Financial, Inc.'s email format typically follows the pattern of First@nikulskifinancial.com. Find more Nikulski Financial, Inc. email formats with LeadIQ.

When was Nikulski Financial, Inc. founded?

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Nikulski Financial, Inc. was founded in 2006.

Nikulski Financial, Inc.

Financial ServicesIowa, United States11-50 Employees

Nikulski Financial, Inc. is a fee only Registered Investment Advisory (RIA) firm that emphasizes comprehensive financial planning. Being an RIA means that we have a fiduciary duty to keep our clients’ best interests at the forefront of all decisions. We believe this is accomplished through the values-based relationships we build with our clients. The level of personalized service we provide is the engine that drives us to achieve excellence in our industry.

Section iconCompany Overview

Headquarters
3289 Utica Ridge Road Bettendorf, Iowa 52722 United States
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
2006
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Nikulski Financial, Inc.'s revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Nikulski Financial, Inc.'s revenue is estimated to be in the range of $10M$25M

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