KM
Kevin S. Mullendore
BULLSEYE INVESTMENT MANAGEMENT
Cincinnciati, OH 45241
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CRD#: 7457933
KM
Professional summary
Kevin Scott Mullendore is a registered financial advisor currently at BULLSEYE INVESTMENT MANAGEMENT, LLC located in Cincinnciati, Ohio.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Kevin has worked at 1 firm and has passed the Series 65 exam.
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.
Ramsey Preferred Financial Coach for individuals and couples. Assist people with communication, money behavior, setting/achieving goals, budgeting, getting out of debt, and preparing for investing/retirement. Self-employed with fees received of approx $1,000/mon
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Scott Mullendore's 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®
NoneExperience
Current
October 22, 2021 - Present
BULLSEYE INVESTMENT MANAGEMENT, LLC
Office #1: 4100 Executive Park Drive Suite 210, Cincinnciati, OH 45241RIA
CRD#: 145158
Cincinnciati, OH
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".
BI
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)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
Ohio(10/22/2021)
Current Firm
BI
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)Upgrade to AdvisorCheck Premium
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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
6
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,561 |
| AUM (Assets Under Management) | $ 191,849,624 |
Red Flags
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Company Information
BULLSEYE INVESTMENT MANAGEMENT, LLC
CRD#: 145158Cincinnciati, OH 45241TRUST BUT VERIFY
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