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Current Employers
M. Thomas Capital Management

Chagrin Falls, OH • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-09-23
  • OH RA
    APPROVED
    Since 2021-09-23

Branch Locations

Chagrin Falls, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 07/2015 → 07/2018
    Unitedhealth Group / Optumrx
    Eden Prairie, MN
  • 05/2019 → 09/2021
    New York Life
    Cleveland, OH
  • 05/2019 → 09/2021
    Nylife Securities Llc
    Independence, OH
  • 07/2018 → 05/2019
    Unemployed
    Mound, MN
  • 06/2019 → 09/2021
    Vines Financial Group Llc D/B/A V Financial Partners
    Aurora, OH
  • 12/2019 → 09/2021
    Aurora, OH
  • 07/2021 → Present
    Koepf Financial Group L.L.C.
    Chagrin Falls, OH
Previous Registrations
Other Businesses

[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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-06
  • S66 Uniform Combined State Law Examination
    2019-12-06
Other Names
  • Tyler Mathew Koepf

View on SEC IAPD

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