Timothy Guthrie, CFP
CRD Number: 1989045Current Firm: Bullseye Investment Management, LLC
Compensation Model: Fee Only
Tim Guthrie, CFP seeks to reduce investment risk where possible in client accounts, consistent with client investment goals. The goal is competitive performance with less downside risk. Contact Tim to learn how he achieves this goal.
Timothy Guthrie (CRD# 1989045) is an Investment Advisor Representative who also owns Bullseye Investment Management, LLC in Cincinnati, OH and has over 27 years of experience in the finance industry.
- Bullseye Investment Management is a Fee Only registered investment advisor (RIA). You will never pay a sales charge: We have no commission based conflicts of interest.
- Tim Guthrie, a Certified Financial Planner. As a CFP™, Tim is a fiduciary, obligated to act in your best interest.
- We never use annuities, private placements, or non-traded assets, we earn no commissions, and do not offer these commission traps.
Timothy Guthrie has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 2930449
Primerica Advisors
CRD# 6208290
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Bullseye Investment Management, LLC | Mt. Orab, OH | Sep 2007 - Current | 16 |
Delta Global Asset Management | Bolton, MA | Sep 2006 - Current | 17 |
Delta Equity Services Corporation | Russellville, OH | Feb 2005 - Current | 19 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1989 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- KY
- OH
- WV
-
Total Assets Under Management166MILLIONS
-
Total Number of Accounts2,152ACCOUNTS
-
Average Account Value$77,267
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
FL, IN, KY, OH, PA, TN, TX, VA, WV
Client acknowledges that Investmen Advisor’s (IA) past performance and advice regarding the client’s account cannot guarantee future results. AS WITH ALL MARKET INVESTMENTS, CLIENT INVESTMENTS CAN APPRECIATE OR DEPRECIATE. IA does not guarantee or warranty that services offered will result in profit.
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.