Brian J. Nikulski CFP®

President

 

  • Brian was born and raised in Rock Island and is a graduate of Rock Island High School Class of 1990
  • Brian and his wife and COO for the Nikulski Household, Gail, are a great team for their three children: Mitch, Adam & Ariel.  Mitch currently attends Marquette University pursuing his Master's Degree in Business and Marketing. Adam currently attends the University of Iowa pursuing an Engineering Degree. Ariel continues to perfect her painting skills and attends Assumption High School.
  • Brian is a graduate of Truman State University in Kirksville, MO and a “Bulldog for Life”. He started as an Accounting Major at Kishwaukee Collge and changed majors to Finance and Economics at Truman.  He spent many hours of his early life in the business school’s Violet Hall with other members of Delta Sigma Pi.
  • Brian is just as comfortable with a 3-day shadow playing outside in the dirt as he is wearing a power suit and sitting in a board meeting.  He enjoys volunteering his time with the Scott County Catholic Schools Strategic Planning Committee.
  • Brian began his career in Financial Planning in 1995 and received his CFP® designation in 2000.

 

Favorite Music

Anything from Mozart to Metallica, depending on my mood.

Most Influential Book

The Art of Successful Living

by Jim Rohn.

Little Known Fact

I almost attended culinary school instead of business school. 

Bourbon of choice

Four Roses Single Barrel or Angels Envy - with a large cube.

Favorite Local Restaurant

Hemisphere's Bistro

What gets me up each day

Faith, family, and the fear of failure.  

 

The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Currently, more than 62,000 individuals have obtained CFP® certification in the United States.