A complete list of active advisors currently associated with Nikulski Financial, Inc.

Warmer can help you find a great advisor at Nikulski Financial, Inc. or one who fits your needs even better.

Nikulski Financial serves individuals and high-net-worth clients as well as employer-sponsored retirement plans, offering discretionary asset management, financial planning and retirement plan consulting including 401(k) management. The firm manages approximately $449 million in discretionary assets and operates with a six-advisor team that provides ongoing portfolio supervision and periodic client reporting. The firm structures individualized portfolios within three risk bands determined by a risk-tolerance questionnaire and emphasizes direct investments in individual stocks, bonds and ETFs rather than broad mutual fund allocations. Its investment process also uses quantitative trading systems, charting and cyclical analysis to inform trade timing, and it may incorporate closed-end funds, semi-liquid alternative investments or private investments that involve capital calls when appropriate. Compared with many peers, Nikulski Financial’s willingness to employ semi-liquid alternatives and private drawdown structures and to integrate quantitative trading techniques is atypical for a team of its size. The firm also provides ERISA-aware retirement plan consulting and educational events, and discloses multiple past arbitration matters related to private investments (including an arbitration award and settlements), which prospective clients may wish to review in the disciplinary disclosures.

To learn more about the advisors currently working at Nikulski Financial, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.