Business Description

Tim Guthrie, CFP® founded Bullseye Investment Management LLC to:

- Build and manage globally diversified All Weather Portfolios for growth oriented and income investors

- Use mutual funds whose management teams have demonstrated superior performance through both up and down markets

- Avoid upfront charges and sales commissions using a fee based relationship with "no load" or "load waived" funds. No long term
commitments

- Provide attentive individualized service and regular client contact

As an Independent Investment Advisor, Tim Guthrie, CFP® has no quotas, sales contests, or incentives to use any financial instrument. There are no "preferred lists" to limit choice, and no proprietary products to test objectivity. Tim does not offer any insurance products, including life insurance or annuities.

General Information

Gender:

Male

CRD#:

1989045

Firm CRD#:

145158

States Licensed in:

KY, OH

States Willing to do Business in:

ANY

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Businesses, Individual Investors, Trusts, Non-Profit Organizations

Services

Investment Types:

Exchange Traded Funds (ETFs), Mutual Funds, Stocks, Bonds

Qualifications & Memberships

Certifications, Accreditations & Designations:

CERTIFIED FINANCIAL PLANNER™ Certificant

Firm Information

Number of Advisors in Office:

Up to 10 employees

Compliance

Registered Investment Advisor:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-only financial professional:

Yes

Compensation Methods:

Hourly, Based on Assets

Prepared By:

Tim Guthrie, CFP®