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Bullseye Investment Management, LLC CRD 145158
$226M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4100 Executive Park Drive Suite 210, Cincinnciati, OH 45241 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-10-22 |
Branch Locations
4100 Executive Park Drive Suite 210, Cincinnciati, OH 45241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Miami Valley Church | Miamisburg | OH | 01/2012 | Present |
| Bullseye Investment Management, Llc | Cincinnati | OH | 10/2021 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-19 |
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