Timothy R. Guthrie

BULLSEYE INVESTMENT MANAGEMENT

Cincinnciati, OH 45241

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CRD#: 1989045

Professional summary

Timothy Ray Guthrie, CFP® is a registered financial advisor currently at BULLSEYE INVESTMENT MANAGEMENT, LLC located in Cincinnciati, Ohio.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Timothy has worked at 9 firms and has passed the Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Ray Guthrie's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1995

Experience

Current

November 1, 2007 - Present

BULLSEYE INVESTMENT MANAGEMENT, LLC

Office #1: 4100 Executive Park Drive Suite 210, Cincinnciati, OH 45241Office #2: 93 W. Franklin St. #101, Centerville, OH 45449Office #3: 9913 Shelbyville Rd. 201-c, Louisville, KY 40223Office #4: 1400 6th Ave., Huntington, WV 25701

RIA

CRD#: 145158

Cincinnciati, OH

Past

September 28, 2006 - November 27, 2007

BOLTON SECURITIES CORPORATION

RIA

CRD#: 129376

MT. ORAB, OH

Past

February 23, 2005 - November 27, 2007

BOLTON GLOBAL CAPITAL

CRD#: 15650

MT. ORAB, OH

Past

September 19, 2002 - February 23, 2005

MUTUAL SERVICE CORPORATION

CRD#: 4806

BOSTON, MA

Past

January 24, 2000 - September 13, 2002

FIFTH THIRD SECURITIES, INC.

CRD#: 628

CINCINNATI, OH

Past

November 19, 1998 - January 3, 2000

CONSECO SECURITIES, INC.

CRD#: 29367

CARMEL, IN

Past

August 21, 1995 - April 9, 1998

CONSECO SECURITIES, INC.

CRD#: 29367

CARMEL, IN

Past

January 30, 1993 - August 16, 1995

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

WAVERLY, IA

Past

December 23, 1991 - February 16, 1993

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

Past

October 9, 1989 - July 30, 1991

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BULLSEYE INVESTMENT MANAGEMENT, LLC

BULLSEYE INVESTMENT MANAGEMENT | BULLSEYE INVESTMENT MANAGEMENT, LLC

CRD#: 145158 / SEC#: 801-121159

RIA

Registered Investment Advisory firm - (5/7/2021 Approved)

Indiana

Registered Investment Advisory firm - (5/13/2021 Terminated)

Kentucky

Registered Investment Advisory firm - (5/14/2021 Terminated)

Ohio

Registered Investment Advisory firm - (5/13/2021 Terminated)

West Virginia

Registered Investment Advisory firm - (5/13/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Indiana
(4/11/2025)

IAR

Kentucky
(3/6/2024)

IAR

Ohio
(11/1/2007)

IAR

West Virginia
(3/7/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/7/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/26/1995

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/6/1989

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BULLSEYE INVESTMENT MANAGEMENT, LLC

BULLSEYE INVESTMENT MANAGEMENT | BULLSEYE INVESTMENT MANAGEMENT, LLC

CRD#: 145158 / SEC#: 801-121159

RIA

Registered Investment Advisory firm - (5/7/2021 Approved)

Indiana

Registered Investment Advisory firm - (5/13/2021 Terminated)

Kentucky

Registered Investment Advisory firm - (5/14/2021 Terminated)

Ohio

Registered Investment Advisory firm - (5/13/2021 Terminated)

West Virginia

Registered Investment Advisory firm - (5/13/2021 Terminated)

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Contact information

Main Address

4100 Executive Park Drive Suite 210, Cincinnciati, OH 45241

Mailing Address

Phone number

(513) 774-3325

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV FORM 2A (4/30/2025)

Regulatory assets under management

Total Number of Accounts	1,561
AUM (Assets Under Management)	$ 191,849,624

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Timothy R. Guthrie

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Ray Guthrie's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOLTON SECURITIES CORPORATION

BOLTON GLOBAL CAPITAL

MUTUAL SERVICE CORPORATION

FIFTH THIRD SECURITIES, INC.

CONSECO SECURITIES, INC.

CONSECO SECURITIES, INC.

CUNA BROKERAGE SERVICES, INC.

GUARDIAN INVESTOR SERVICES LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

BULLSEYE INVESTMENT MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/7/1989

Series 7

Date: 6/26/1995

Series 6

Date: 10/6/1989

Current Firm

BULLSEYE INVESTMENT MANAGEMENT, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BULLSEYE INVESTMENT MANAGEMENT, LLC

TRUST BUT VERIFY

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