John J Nicklas

Current Employers

Employment History

• 09/1994 → Present
  Meaden & Moore , Ltd. Cpas
  Cleveland, OH
• 07/2020 → 09/2025
  Avantax Investment Services, Inc.
  Cleveland, OH
• 07/2020 → 09/2025
  Avantax Advisory Services
  Cleveland, OH
• 10/2020 → Present
  Meaden & Moore Financial Services, Ltd.
  Cleveland, OH
• 01/2021 → Present
  Meaden & Moore Financial Services, Ltd. Dba The Wealth Center
  Cleveland, OH
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Cleveland, OH
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-10-07 → 2025-09-18
  Meaden & Moore Financial Services, Ltd.
  Cleveland, OH
• 2020-09-15 → 2025-09-05
  Avantax Advisory Services
  Cleveland, OH

Other Businesses

1) Trustee of the Joan Nicklas Vesy Irrevocable Trust, which started October 2016. No compensation taken or earned. No investment-related activity. Less than 1 hour per month and -0- during trading hours. Oversee the financial activity and affairs of the trust. 2) Power of Attorney for Joan Nicklas Vesy (Mother) which was effective October 2016. No compensation taken or earned. No investment-related activity. Less than 1 hour per month and -0- during trading hours. Oversee the financial activity and affairs (pay bills) for my mother. 3) MEADEN & MOORE FINANCIAL SERVICES, LTD. ADDRESS: 1375 East Ninth Street, Suite 1800, Cleveland OH 44114, POSITION: Investment Adviser Representative NATURE: I refer my CPA clients in need of advisory services to MMFS. I may attend meetings to facilitate relationships. Spend an estimated 0 hours to 5 hours per week. Investment related; Start Date: 10/2020. 4) MEADEN & MOORE FINANCIAL SERVICES, LTD. DBA THE WEALTH CENTER POSITION: Referring Financial Advisor NATURE: When the opportunity presents itself within my audit and tax client base or my network professionals, friends or family,I will look for opportunities to refer our investment advisors in the situation. I will not provide investment advice. Imay attend meetings to facilitate relationships. The may occupy anywhere from 0 hours to 5 hours per week(estimated). INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2021 ADDRESS: 1375 East Ninth Street, Suite 1800, Cleveland OH 44114, United States DESCRIPTION: When the opportunity presents itself within my audit and tax client base or my network professionals, friends or family,I will look for opportunities to refer our investment advisors in the situation. I will not provide investment advice. Imay attend meetings to facilitate relationships. The may occupy anywhere from 0 hours to 5 hours per week(estimated). 5) MEADEN & MOORE, LTD. POSITION: Vice President and CPA NATURE: Performing financial statements attest engagements (Audits and Reviews), PerformingBuy-Side and Sell-Side Due Diligence:Quality of Earnings Engagements INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/06/1994 ADDRESS: 1375 East Ninth Street, Suite 1800, Cleveland OH 44114, United States DESCRIPTION: Vice President or Officer responsible for managing, reviewing and signing reports prepared in the "nature of activity".

Exams

• S66 Uniform Combined State Law Examination
  2020-09-14

Other Names

• John J Nicklas