Brett Nicklaus, CFP® is the President/Owner of Trinity Insurance and Financial Services. Brett has two locations: His corporate office is located at 315 S Peoria Ave. Dixon, IL and he has a satellite office located at 7210 E State St. Rockford, IL.
Brett’s career began in August of 1986 as an agent with Prudential. He was promoted to sales manager on January 1st, 1990. He managed the Effingham, IL. office until June 1st, 1992, and then transferred to Rapid City, SD. He and his family relocated back to Dixon in January of 1994.
Brett decided in 1995 that as an Independent Advisor he would have more flexibility to develop individual plans for the people he worked with, so he left Prudential and began Trinity. He expanded his knowledge and professionalism in 2003 when he earned his Certified Financial Planner designation.
Brett and his wife Julie are very active with their home church Harvest Time Bible Church in Rock Falls. They founded Trinity Cares in 2019 to help those in need in the Sauk Valley area and to raise money annually to send local Veterans on an Honor Flight.