Travis Sickle, CFP®, AAMS®, CRPC®, RFC®
Sickle Hunter Financial Advisors

Tel: (813) 321-6439
511 Way St #350
Tampa, FL 33606

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Sickle Hunter Financial Advisors | Financial Advisor in Tampa ,FL

About Sickle Hunter Financial Advisors

Sickle Hunter Financial Advisors, a Registered Investment Advisor, is an
independent financial planning and wealth management firm located in Tampa,
Florida. We help develop strategies to work toward your financial needs and goals.
We have developed a range of services and strategies that we tailor to address
your unique aspirations and to simplify your financial life.

Sickle Hunter Financial Advisors has no proprietary products and offers unbiased
advice and alternatives to address your needs. We work as a team of financial
advisors to provide our clients with greater service, attention, and knowledge. The
focus begins and ends with our clients in mind.


General Information

Firm Start Year:   2011
No.of Employees:   2-4
Insurance License#:   P079751
States Licensed in:   Sickle Hunter Financial Advisors is a Registered Investment
Advisor in the state of Florida

Qualifications & Memberships

Insurance and Annuity Licenses:   Disability , Life


Compensation and Fees

Fee Structure:   I am a Fee-Based financial professional
Compensation Methods:   Commissions , Based on Assets , Flat Fee


Board Positions

Organization:  Dean Hedstrom Foundation for Melanoma Awareness
Position :  Board Member
Duration :  September 2012-Currently holding

Organization:  Tampa Crohn's & Colitis Foundation of America
Position :  Board Member
Duration :  April 2013-Currently holding


Education

B.A. Management & Society  University of North Carolina - Chapel Hill - Chapel Hill, North Carolina
September 2003-May 2005



Faqs

  • What are your qualifications? What is your education background? I am a CERTIFIED FINANCIAL PLANNER TM and a graduate from the University of North Carolina - Chapel Hill. I have been in the financial services industry since 2006.
  • What services do you offer? FInancial Planning, Wealth Management and Insurance Solutions.
  • Will you be the only person working with me? We work as a team because we believe that it adds the most value to our clients. Our team based approach allows us to uncover more opportunities through our collaboration.
  • How are you compensated? How will I pay for your services? FInancial Planning is a flat annual fee. Our wealth management can be based on assets under management as either a fee or transactional.
  • If you are going to manage my account, will you obtain my permission every time you buy or sell something? We have the flexibility to do either or both. Depending on the type of account you hold with us. We offer active management where we will review your objective(s) and make the necessary changes. Brokerage accounts will be discussed in advance of each trade. It depends on which management account you would prefer.
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Travis Sickle, CFP®, AAMS®, CRPC®, RFC®

Travis Sickle, CFP®, AAMS®, CRPC®, RFC®

CERTIFIED FINANCIAL PLANNER™ Certificant, AAMS®, CRPC®, RICP


My name is Travis Sickle, and I?m a CERTIFIED FINANCIAL PLANNER? and
Wealth Advisor with Sickle Hunter Financial Advisors in Tampa, Florida. Here is a
little about who I am beyond my credentials as a financial advisor. I live in South
Tampa with my wife Katie, our twins, Cody & Lexie and our adopted black lab mix
Déjà. Our life is pretty busy with our new additions but we wouldn?t have it any
other way.

I am a volunteer board member for the Dean Hedstrom Foundation for Melanoma
Awareness. Our annual golf tournament is something that brings together our
team, family and friends each year to raise money, create awareness, and fund
research for a cure for melanoma.

Having grown up on Long Island, New York, I enjoy visiting and spending time with
friends and family up North. They enjoy coming to visit as well since we have the
better weather.

Our drive and dedication as a corporation has also been shaped by the great sport
of wrestling. Having competed from an early age through college, I have brought
that dedication to our corporate culture at Sickle Hunter Financial Advisors.

Thank you for taking the time to get to know a bit about me and our firm. We look
forward to meeting with you and helping you reach your financial goals.

My Services


Financial Advice & Consulting

An independent financial plan can help you navigate closer to your financial goals. Financial planning is the long-term process of wisely managing your finances. It allows you to focus on your goals and dreams, while navigating the financial barriers that inevitably arise in every stage of life. The planning process we engage in is not a once in a lifetime event. It is evolutionary, taking into account ongoing changes in your life, your resources, and the financial decisions you need to consider. It is customized to your objectives, priorities, and values. It is comprehensive and integrated as well as capable of addressing a wide range of financial circumstances and concerns.


Portfolio Management

We know you worked hard for your money and it?s time your money works hard for you. Our investment philosophy is a long-term value driven approach. It?s an asset management service you can trust. Our portfolios can help you drive growth with our core and satellite model, provide core diversification and drive income with our growth and income model. We primarily use exchange traded funds that offer the diversification in our portfolios. In order to help drive our long term view and performance we can take highly concentrated positions in stocks.


Insurance Planning

It is important to protect your most valued asset: You. Our Insurance Service is focused on making certain you are PROTECTED IN AN UNCERTAIN WORLD. The focal point is on a Needs Analysis of your life, income and long-term care protection needs and goals. Making sure you and your family can live with peace of mind is Sickle Hunter Financial Advisors? priority when it comes to your protection analysis.


Communities Served

Apollo Beach Belleair Beach
Brandon Clearwater
Clearwater Beach Lutz
Oldsmar Palm Harbor
Plant City Riverview
Safety Harbor Saint Petersburg
Seffner Sun City Center
Tampa

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Compensation Arrangements

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