Graye Freeman has been an investment adviser representative at Nikulski Financial since September 2026, and is not listed among the firm’s executive officers or direct owners.
Nikulski Financial, Inc. is a Bettendorf, IA firm with $449M under management, 475 clients and 6 advisers in one office, as of its March 2026 filing.
Graye Freeman is an Associate Financial Paraplanner of Nikulski Financial, Inc. He works closely with the Financial Planners on clients' wealth management and financial planning needs. He prepares and updates client financial plans, including data gathering, research, documentation and client follow-up, and coordinates with outside professionals to obtain information for planning engagements.
- Nikulski Financial, Inc.Current– present · under a yearBettendorf, IA · Adviser representative · Firm CRD 151569
Investment adviser representative registrations
Graye Freeman is registered as an investment adviser representative in Iowa, since September 2026.
- IowaSince 14 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 September 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Graye Michael Freeman
- CRD
- 8342764
- Firm
- Nikulski Financial · CRD 151569
- Office
- 4275 ONTARIO DRIVE, Bettendorf, IA 52722
- Registration
- Investment adviser registration
- In the industry since
- September 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- nikulskifinancial.com
Where does Graye Freeman work?
Graye Freeman is an investment adviser representative registered through Nikulski Financial, Inc. since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Graye Freeman a financial advisor?
Yes. Graye Freeman has a current investment-adviser registration in Iowa, through Nikulski Financial since September 2026.
How many years of experience does Graye Freeman have?
Graye Freeman has 0 years in the financial industry, since September 2026, across 1 adviser firm.
What exams has Graye Freeman passed?
Graye Freeman passed the Series 65 in September 2026.
Where is Graye Freeman based?
Graye Freeman’s registered office is in Bettendorf, IA.
Is Graye Freeman registered with FINRA?
No. Graye Freeman has no current broker registration.
How can I verify Graye Freeman’s record?
Search CRD 8342764 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Graye Freeman’s full registration record.