Bullseye Investment Management, LLC

Bullseye Investment Management, LLC (CRD# 145158) is a financial advisory firm headquartered in Milford, OH. They manage $21,142,224 in 349 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    349
    ACCOUNTS
  • Average Account Value
    $60,579
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
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.

KY, OH

Financial Advisors at Bullseye Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Timothy R. Guthrie, CFP
CRD#: 1989045
4030 Mt. Carmel Tobasco Rd., Suite 113, Cincinnati, OH 45255
108
Wealthminder
score

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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