NIKULSKI FINANCIAL, INC.
CRD #151569 SEC #801-109933 BETTENDORF, IA 563-344-0118
SEC Registered
Total AUM
$370.5M
Discretionary
$370.5M
Employees
9
Clients
51
Accounts
1,377
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $370.5M | $370.5M | $0 | 9 | 0 |
| Mar 2025 | $370.5M | $370.5M | $0 | 9 | 0 |
| Dec 2024 | $305.5M | $305.5M | $0 | 9 | 0 |
| Jun 2024 | $305.5M | $305.5M | $0 | 9 | 0 |
| Mar 2024 | $305.5M | $305.5M | $0 | 9 | 0 |
| Apr 2023 | $252.1M | $242.9M | $9.2M | 7 | 0 |
| Mar 2023 | $252.1M | $242.9M | $9.2M | 7 | 0 |
| Aug 2022 | $288.7M | $278.1M | $10.6M | 7 | 2 |
| Apr 2022 | $288.7M | $278.1M | $10.6M | 7 | 2 |
| Mar 2022 | $288.7M | $278.1M | $10.6M | 7 | 2 |
| Mar 2021 | $233.3M | $201.6M | $31.7M | 4 | 1 |
| Oct 2020 | $186.2M | $156.4M | $29.8M | 4 | 1 |
| May 2020 | $186.2M | $156.4M | $29.8M | 4 | 1 |
| Apr 2020 | $186.2M | $156.4M | $29.8M | 4 | 1 |
| Mar 2020 | $186.2M | $156.4M | $29.8M | 4 | 1 |
| Mar 2019 | $149M | $125.4M | $23.6M | 3 | 1 |
| Dec 2018 | $147.8M | $122.3M | $25.5M | 3 | 2 |
| Aug 2018 | $147.8M | $122.3M | $25.5M | 3 | 2 |
| Mar 2018 | $147.8M | $122.3M | $25.5M | 3 | 2 |
| Mar 2018 | $147.8M | $122.3M | $25.5M | 3 | 2 |
| Oct 2017 | $106.9M | $86.7M | $20.2M | 3 | 4 |
| May 2017 | $106.9M | $86.7M | $20.2M | 2 | 250 |
| Apr 2017 | $106.9M | $86.7M | $20.2M | 2 | 250 |
| Jan 2017 | $106.9M | $86.7M | $20.2M | 2 | 250 |
| Sep 2010 | $55M | $55M | $0 | 5 | -- |
| Jan 2010 | $55M | $55M | $0 | 5 | -- |
| Sep 2009 | $0 | $0 | $0 | 5 | -- |
DateJul 2025
Total AUM$370.5M
Discretionary$370.5M
Non-Disc.$0
Employees9
Clients0
DateMar 2025
Total AUM$370.5M
Discretionary$370.5M
Non-Disc.$0
Employees9
Clients0
DateDec 2024
Total AUM$305.5M
Discretionary$305.5M
Non-Disc.$0
Employees9
Clients0
DateJun 2024
Total AUM$305.5M
Discretionary$305.5M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$305.5M
Discretionary$305.5M
Non-Disc.$0
Employees9
Clients0
DateApr 2023
Total AUM$252.1M
Discretionary$242.9M
Non-Disc.$9.2M
Employees7
Clients0
DateMar 2023
Total AUM$252.1M
Discretionary$242.9M
Non-Disc.$9.2M
Employees7
Clients0
DateAug 2022
Total AUM$288.7M
Discretionary$278.1M
Non-Disc.$10.6M
Employees7
Clients2
DateApr 2022
Total AUM$288.7M
Discretionary$278.1M
Non-Disc.$10.6M
Employees7
Clients2
DateMar 2022
Total AUM$288.7M
Discretionary$278.1M
Non-Disc.$10.6M
Employees7
Clients2
DateMar 2021
Total AUM$233.3M
Discretionary$201.6M
Non-Disc.$31.7M
Employees4
Clients1
DateOct 2020
Total AUM$186.2M
Discretionary$156.4M
Non-Disc.$29.8M
Employees4
Clients1
DateMay 2020
Total AUM$186.2M
Discretionary$156.4M
Non-Disc.$29.8M
Employees4
Clients1
DateApr 2020
Total AUM$186.2M
Discretionary$156.4M
Non-Disc.$29.8M
Employees4
Clients1
DateMar 2020
Total AUM$186.2M
Discretionary$156.4M
Non-Disc.$29.8M
Employees4
Clients1
DateMar 2019
Total AUM$149M
Discretionary$125.4M
Non-Disc.$23.6M
Employees3
Clients1
DateDec 2018
Total AUM$147.8M
Discretionary$122.3M
Non-Disc.$25.5M
Employees3
Clients2
DateAug 2018
Total AUM$147.8M
Discretionary$122.3M
Non-Disc.$25.5M
Employees3
Clients2
DateMar 2018
Total AUM$147.8M
Discretionary$122.3M
Non-Disc.$25.5M
Employees3
Clients2
DateMar 2018
Total AUM$147.8M
Discretionary$122.3M
Non-Disc.$25.5M
Employees3
Clients2
DateOct 2017
Total AUM$106.9M
Discretionary$86.7M
Non-Disc.$20.2M
Employees3
Clients4
DateMay 2017
Total AUM$106.9M
Discretionary$86.7M
Non-Disc.$20.2M
Employees2
Clients250
DateApr 2017
Total AUM$106.9M
Discretionary$86.7M
Non-Disc.$20.2M
Employees2
Clients250
DateJan 2017
Total AUM$106.9M
Discretionary$86.7M
Non-Disc.$20.2M
Employees2
Clients250
DateSep 2010
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees5
Clients--
DateSep 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--