Timothy Guthrie, CFPCRD Number: 1989045
Current 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.
Prudential Financial Planning Services
Renaissance Investment Management
|Bullseye Investment Management, LLC||Mt. Orab, OH||Sep 2007 - Current||14|
|Delta Global Asset Management||Bolton, MA||Sep 2006 - Current||15|
|Delta Equity Services Corporation||Russellville, OH||Feb 2005 - Current||17|
|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
Total Assets Under Management152MILLIONS
Total Number of Accounts1,515ACCOUNTS
Average Account Value$100,561
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
FL, IN, KY, OH, 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.
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