Joel Lawlor has been an investment adviser representative at Nikulski Financial since May 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.
Joel Lawlor is a Financial Planning Analyst of Nikulski Financial, Inc. He constructs and analyzes financial plans, conducts research on planning strategies and investment topics, and performs data analysis. He collaborates with other Financial Planners and is preparing to serve clients as a future Financial Planner with the firm.
Joel Lawlor’s longest registration is the current one, under a year at Nikulski Financial since 2026. Before joining Nikulski Financial in 2026, Joel Lawlor was registered through Ameriprise Financial Services, LLC.
- Nikulski Financial, Inc.Current– present · under a yearBettendorf, IA · Adviser representative · Firm CRD 151569
- Ameriprise Financial Services, LLC– · under a yearDubuque, IA · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Joel Lawlor is registered as an investment adviser representative in Iowa, since May 2026.
- IowaSince 20 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 28 February 2026 |
| Series 7TO | General Securities Representative Examination | 3 December 2025 |
| SIE | Securities Industry Essentials Examination | 25 July 2025 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Joel Scott Lawlor
- CRD
- 8121972
- Firm
- Nikulski Financial · CRD 151569
- Office
- 4275 ONTARIO DRIVE, Bettendorf, IA 52722
- Registration
- Investment adviser registration
- In the industry since
- December 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- nikulskifinancial.com
Where does Joel Lawlor work?
Joel Lawlor is an investment adviser representative registered through Nikulski Financial, Inc. since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Joel Lawlor a financial advisor?
Yes. Joel Lawlor has a current investment-adviser registration in Iowa, through Nikulski Financial since May 2026.
How many years of experience does Joel Lawlor have?
Joel Lawlor has 0 years in the financial industry, since December 2025, across 2 adviser firms.
What exams has Joel Lawlor passed?
Joel Lawlor has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in July 2025.
Where did Joel Lawlor work before Nikulski Financial?
Before Nikulski Financial, Joel Lawlor was registered through Ameriprise Financial Services, LLC, March 2026 to April 2026.
Where is Joel Lawlor based?
Joel Lawlor’s registered office is in Bettendorf, IA.
Is Joel Lawlor registered with FINRA?
No. Joel Lawlor has no current broker registration.
How can I verify Joel Lawlor’s record?
Search CRD 8121972 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joel Lawlor’s full registration record.