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Trinity Insurance & Financial Services with Brett Nicklaus, CFP

Business Support Partner

Brett Nicklaus, CFP® is the President/Owner of Trinity Insurance and Financial Services. Trinity has three locations:  corporate office is located at 315 S. Peoria Ave. Dixon, IL 61021,  satellite office located at 2990 N. Perryville Rd. STE 327 Rockford, IL 61107, and a third office at 127 E Main St, Morrison, IL 61270.

Brett started his career in August 1986 with Prudential as a representative. He was promoted to a sales manager January 1st, 1990. He managed the Effingham, IL office until June 1st, 1992, and then transferred to the Rapid City, SD office. He and his family relocated back to Dixon January 1995.

After 11 years with Prudential, Brett decided that being an Independent Advisor allowed him much more flexibility to develop plans that could meet the individual goals for the people he was helping. He expanded his knowledge and professionalism in 2003 when he was awarded the Certified Financial Planner Designation.

Brett has been married to his best friend, Julie since March 29th, 1986. Together they have 4 children Seth (Amy), Devon, and Holly (Theron), and 4 grand children, Brody, Emma, Jakob, and Brecken.

Brett and Julie are very active with their grandchildren, but for R & R they love being on their pontoon.


315 S. Peoria Ave.
Dixon, IL 61021