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Chagrin Falls, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unitedhealth Group / Optumrx | Eden Prairie | MN | 07/2015 | 07/2018 |
| New York Life | Cleveland | OH | 05/2019 | 09/2021 |
| Nylife Securities Llc | Independence | OH | 05/2019 | 09/2021 |
| Unemployed | Mound | MN | 07/2018 | 05/2019 |
| Vines Financial Group Llc D/B/A V Financial Partners | Aurora | OH | 06/2019 | 09/2021 |
| Eagle Strategies Llc | Aurora | OH | 12/2019 | 09/2021 |
| Koepf Financial Group L.L.C. | Chagrin Falls | OH | 07/2021 | Present |
[Foundation for Geauga Parks; An independent, non-profit organization to provide funding mechanisms that create significant opportunities for conservation, education, recreation and relaxation either directly or by contributions to the Geauga Park District.; 12375 Kinsman Rd, Suite H-10 Newbury, OH 44065; Start Date 04/2021; Role/Title: Volunteer; Investment Related; 1 hours per month; 1 hours per month during securities trading hours;The investment committee meets once a quarter (~1 hour). At this point, my role is simply to review the meeting materials (~1 hour) and provide my opinion on the best investment allocation for the foundations funds.] Tyler Koepf is an accountant. His license is not active. Clients will not be offered these services. Tyler Koepf is a lawyer. His license is not active. Clients will not be offered these services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-06 |
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