Timothy Guthrie, CFP, financial advisor West Union OH

Timothy Guthrie, CFP

CRD 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.

 

 

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Professional Designations
Company Name Location Dates Years
Bullseye Investment Management, LLC Cincinnati, OH Sep 2002 - Current 18
Fith Third Bank Cincinnati, OH May 1999 - Sep 2002 3
FisrtStar Bank (now US Bank)/ MDS securities Cincinnati, OH Aug 1995 - May 1999 3
Plan America Hamilton, OH May 1993 - Aug 1995 2
Guardian Life Insurance Cincinnati, OH Aug 1991 - May 1993 1
Fidelity Investments Cincinnati, OH Aug 1989 - Aug 1991 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1989
Disclosure Information

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
Contact Info for Timothy R. Guthrie, CFP
By the Numbers
  • Total Assets Under Management
    60
    MILLIONS
  • Total Number of Accounts
    785
    ACCOUNTS
  • Average Account Value
    $75,939
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN, KY, OH, WV

Firm Disclaimer:

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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