Tyler Koepf (CRD# 7099572) is an Investment Advisor Representative working at M. Thomas Capital Management in Chagrin Falls, OH and has over 4 years of experience in the finance industry.
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
CRD# 5069849
Strategic Wealth Partners, Ltd.
Company Name | Location | Dates | Years |
---|---|---|---|
Koepf Financial Group LLC | Chagrin Falls, OH | Jul 2021 - Current | 2 |
Eagle Strategies LLC | Aurora, OH | Dec 2019 - Sep 2021 | 1 |
Vines Financial Group Llc D/b/a V Financial Partners | Aurora, OH | Jun 2019 - Sep 2021 | 2 |
New York Life | Cleveland, OH | May 2019 - Sep 2021 | 2 |
Nylife Securities LLC | Independence, OH | May 2019 - Sep 2021 | 2 |
Unemployed | Mound, MN | Jul 2018 - May 2019 | < 1 |
Unitedhealth Group / Optumrx | Eden Prairie, MN | Jul 2015 - Jul 2018 | 3 |
Catamaranrx | Chicago, IL | Feb 2014 - Jul 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2019 |
- OH
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts68ACCOUNTS
-
Average Account Value$88,235
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
OH
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