Gwendolyn Swigart Nichols

Current Employers

Employment History

• 08/2025 → 09/2025
  Avantax Advisory Services
  Westerville, OH
• 04/2022 → Present
  Nichols Quarters Llc
  Westerville, OH
• 02/2012 → Present
  Carma Holdings Llc
  Westerville, OH
• 02/2010 → Present
  Flying Nickel Llc
  Westerville, OH
• 01/2007 → Present
  Nichols & Company, Cpss Inc
  Westerville, OH
• 02/2003 → Present
  Park Trio Llc
  Westerville, OH
• 08/2025 → 09/2025
  Avantax Insurance Agency, Llc
  Westerville, OH
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-08-15 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Westerville, OH
• 2003-10-02 → 2005-12-05
  Osaic Fa, Inc.
  Westerville, OH

Other Businesses

1) Carma Holdings LLC; member; LLC owns and manages three duplexes in Westerville, Ohio ; Yes; 1; 0; 02/01/2010; 507 Executive Campus Dr WESTERVILLE OH 43082; I am 50% owner and supervise the people who do work to manage the property. I approve bills. I accept calls from tenants. 2) Nichols Quarters LLC; member; Owns and office building and manages the real estate ; Yes; 1; 0; 04/04/2022; 507 Executive Campus Dr WESTERVILLE OH 43082; I am a 51% owner. supervise the people who do the work to maintain the property. approve invoices. negotiate leases. 3) Park Trio LLC; member; LLC owns an office building and is managed by the LLC. ; Yes; 1; 0; 02/01/2003; 507 Executive Campus Dr WESTERVILLE OH 43082; I am 50% owner and approve invoices, sign checks, approve work orders, negotiate the lease.   4) Flying Nickel LLC; member; LLC manages two vacation rental real estate properties  ; Yes; 1; 0; 02/01/2010; 507 Executive Campus Dr WESTERVILLE OH 43082; I am a 50% owner and supervise the people who do the work to manage the properties; Approve invoices. manage the listing on VRBO. ensure that properties are meeting quality guest standards. provide support to guests. 5) The Vida S. Clements Foundation; Board Member; The Vida S. Clements Foundation is an Ohio private foundation.  As a Board member, we follow the charitable giving directives of the foundation to make annual gifts to Otterbein University and Church of the Master. ; No; 1; 0; 10/01/2024; 33 E Schrock Rd WESTERVILLE OH 43081; Attend three meetings per year. Study donor's intent. Apply donor intent to requests from Otterbein University. 6) Ourday Preschool; board member; This is a preschool affiliated with Church of the Messiah, a United Methodist church in Westerville, Ohio. It serves children ages 3-5 with programs in music, gym and educational classes.; No; 1; 0; 01/01/2022; 51 N. State St. WESTERVILLE OH 43081; I attend four quarterly meetings, review business results, financial results, and help guide the organization to follow its strategic plan. 7) "Nichols & Company, CPAs Inc.; President; Provides tax, accounting and consulting services to businesses and individuals.  ; No; 100; 80; 01/01/2007; 507 Executive Campus Dr WESTERVILLE OH 43082; I serve the tax and accounting needs of my clients. I supervise employees. I develop business and marketing plans for the practice. Approve hiring of employees. 8) Mannich LLC; member; LLC is dormant.  Previously owned real estate.  It holds a bank account with a few hundred dollars in it. ; Yes; 1; 0; 02/15/2019; 507 Executive Campus Dr WESTERVILLE OH 43082; I am 25% owner and am responsible for bookkeeping and paying bills, preparing the tax return. 9) The Lakeside Association; Vice chair of board of directors; The Lakeside Association is a 501(c)(3) public charity.   Lakeside provides religious, educationall, cultural and recreational programs upon the plan or system known as the Chautauqua Plan to Lakeside residents and guests.  It is a Chautauqua community historically associated with the United Methodist Church.  Lakeside's mission is to enrich the quality of life for all people, to foster traditional Christian values and to nurture relationships through opportunitites for renewal and growth...spiritually, intellectually, culturally and physically while preserving Lakeside's heritage. ; Yes; 10; 5; 01/20/2022; The Lakeside Association Lakeside-Marblehead OH 43441; I attend meetings. I ensure that organization initiatives align with strategy. I am part of board to ensure that policies are appropriate to serve priorities. 10) Swigart Holdings LLC; member; LLC manages real estate owned by Brian and Gwen Nichols and Carma Holdings, LLC. This entity does not own any real estate.; Yes; 1; 0; 12/01/2008; 507 Executive Campus Dr WESTERVILLE OH 43082; I am 50% owner and supervise the people who do the work to manage the property. approve bills. review financial statements. review financial projections.

Designations

Other Names

• Gwendolyn Marie Swigart
• Gwendolyn S Nichols
• Gwendolyn Surgart