Nichole Marie Powell

Current Employers

Employment History

• 10/2006 → Present
  Mather & Co. Cpas, Llc
  Louisville, KY
• 01/2024 → Present
  Avantax Planning Partners, Inc.
  Louisville, KY
• 01/2016 → Present
  Ia Support, Llc
  Louisville, KY
• 12/2024 → Present
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Louisville, KY

Other Businesses

1)AVANTAX PLANNING PARTNERS, INC. POSITION: Independent Advisor Rep NATURE: To connect tax clients to Avantax for their investments and financial planning needs. To provide continued support for the client/Avantax relationship. INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 01/15/2024 ADDRESS: 9100 Shelbyville Road, Ste 200, Louisville KY 40222, United States DESCRIPTION: To coordinate and participate in meetings between clients and Avantax advisors, provide strategic tax planning,bookkeeping and accounting services related to the client services provided. 2)MATHER & CO. CPAS, LLC POSITION: Member NATURE: Full-service (provides bookkeeping services, tax preparation and planning services, audit and attestation services, and business consulting services) accounting firm. INVESTMENT RELATED: No NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 08/15/2006 ADDRESS: 9100 Shelbyville Rd., Suite 200, Louisville KY 40222, United States DESCRIPTION: Responsibilities include client management, tax preparation and planning, audit & attest services, business consulting, and firm administration functions. 3)IA SUPPORT, LLC POSITION: Member NATURE: Support services related to Avantax.Does not include any investment advisory or brokerage services. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/08/2016 ADDRESS: 9100 Shelbyville Rd., Suite 200, Louisville KY 40222, United States DESCRIPTION: Coordinating client meetings with Avantax, providing client support, maintenance of client records (not investment or brokerage account records) 4)MATHER & CO. CPAS, LLC POSITION: Member NATURE: Full-service (provides bookkeeping services, tax preparation and planning services, audit and attestation services, and business consulting services) accounting firm. INVESTMENT RELATED: No NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 10/04/2006 ADDRESS: 9100 Shelbyville Rd., Suite 200, Louisville KY 40222, United States DESCRIPTION: Responsibilities include client management, tax preparation and planning, audit & attest services, business consulting, and firm administration functions. 5)BEN ROGERS, JR REVOCABLE TRUST POSITION: Successor Trustee NATURE: Serve as successor Trustee of the Trust in the event that the initial Trustee is deceased, mentally incapacitated, or declines in writing to serve as Trustee of the Trust. Currently, initial Trustee still serves. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/31/2021 ADDRESS: 9100 Shelbyville Rd., Suite 200, Louisville KY 40222, United States DESCRIPTION: Administration of the Trust including, but not limited to, distribution of Trust property to beneficiaries, payment of Trust expenses, sale of Trust assets, and investment of Trust property 6)AVANTAX INSURANCE AGENCY AND/OR AVANTAX INSURANCE SERVICES. POSITION: rep NATURE: sell insurance through Avantax INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/31/2024 ADDRESS: 9100 Shelbyville Rd., Suite 200, Louisville KY 40222, United States DESCRIPTION: sell insurance through Avantax

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-25

Other Names

• Nichole Marie Berwanger