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Find Top Financial Advisors in Crossville, Tennessee

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Crossville, Tennessee
Last Updated - 17-Sep-2022

Crossville has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 8 non-vetted advisors in your local area. These financial advisors in Crossville, Tennessee have an average of 7 years of experience.

NOTE: The list of financial advisors in Crossville, Tennessee mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Crossville, Tennessee.

Qualified Financial Advisors in Crossville, Tennessee
Financial Advisor Experience AUM Minimum Assets Fee Structure
Travis Cullman
CFP®, CPFA
SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC.
136 Concord Rd,
Knoxville, TN 37934
7 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Crossville

Qualifications CRD# 6153106
Firm CRD# 6694
Series 7, 66

Compensation/Fee Fee-Based


Office Location 136 Concord Rd,
Knoxville,
TN
37934
Phone Number 865-686-5202

Growing up in the Lone Star State, Travis learned the meaning of hard work at an early age. Patching fence and feeding cows, Travis spent his childhood as a ranch hand helping his dad maintain 800 acres beneath the sweltering Texas sun. Cowboy boots and blue jeans were not only functional--they were necessary protection from thorns, ticks, and every other "challenge of nature" that ranch work presented!

Travis began his financial planning career with Southwestern Investment Group. After marrying his college sweetheart, Travis saw an unfulfilled need in East Tennessee, so he started his own branch in Knoxville to serve the city and the surrounding communities.

Travis' true calling is working directly with clients, helping them plan their financial futures in a manner that aligns with their values and ensures their families will be confident in their finances. To help meet these goals, Travis leads Cullman Wealth Team and incorporates the expertise of attorneys, accountants, and other professionals to provide exceptional service and advice.

In order to meet the highest standards of professionalism and ethics in the industry, Travis is a CERTIFIED FINANCIAL PLANNER™ practitioner*. Travis enjoys working with fellow Dave Ramsey fans and supporting Financial Peace University coordinators.

Travis and his wife, Rebekah, live in Knoxville and are active members of their local church. They are enthusiastic fans of Dave Ramsey and the broader message of financial literacy and behavioral change pioneered by Ramsey Solutions. Travis' work and personal life are both guided by his faith and the Christian principles of honesty, generosity, compassion, and integrity. Outside of work, Travis enjoys music, football, fishing, woodworking, and spending time with his wife and three young children, Bryan, Brynleigh, and Tyler.

About Southwestern Investment Advisory Services, Inc.

Southwestern Investment Group operates as a family. Through our broker-dealer, Raymond James, we have the support of a large company, while offering you the intimate service of a small firm. We build our relationships through trust. Over time, we come together to serve you in your pursuit of financial independence and a plan for the future.


List of Additional Advisors in Crossville, Tennessee*

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Bilyeu CPA Group, PC
Inquire with Bilyeu
314 Old Jamestown Highway, Crossville, TN  38555 931-484-8200
Edward Jones
Inquire with Edward
4630 Peavine Rd, Crossville, TN  38571 931-484-5912
Edward Jones
Inquire with Edward
4630 Peavine Rd, Crossville, TN  38571 931-484-5912
Edward Jones
Inquire with Edward
1364 Interstate Dr, Suite 103, Crossville, TN  38555 931-707-9032
Edward Jones
Inquire with Edward
19 Miracle Ln, Ste 100, Crossville, TN  38555 931-484-4259
Edward Jones
Inquire with Edward
56 Genesis Road, Crossville, TN  38555 931-484-4259
Edward Jones
Inquire with Edward
56 Genesis Road, Crossville, TN  38555 931-484-8098
Edward Jones
Inquire with Edward
56 Genesis Road, Crossville, TN  38555 931-484-8098
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