VETTED

Travis Cullman

CFP®, CPFA
SageSpring Wealth Partners
Travis Cullman
Tel: 865-686-5202 136 Concord Rd Knoxville, TN 37934
About Travis Cullman
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 functionalthey were necessary protection from thorns, ticks, and every other challenge of nature that ranch work presented!

Travis began his financial planning career with SageSpring Wealth Partners. 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 Christ Covenant 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 four young childrenBryan, Brynleigh, Tyler, and Zakai.
About SageSpring Wealth Partners
SageSpring Wealth Partners operates as a family. 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.
See Disclosures
General Information
CRD#:

6153106

Firm CRD#:

283515

Insurance License#:

2297822

Years of Experience in Financial Services:

12

Number of Years with Current Firm:

12

Work with the following types of clients:

Businesses, Individual Investors

Advisory Services Provided:

Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, 401K Rollovers

Compliance
Registered Investment Advisor:

Yes

Registered Representative:

No

Investment Advisor Representative:

Yes

Acknowledged fiduciary:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Qualifications & Memberships
Certifications, Accreditations & Designations:

CFP®, CPFA

Securities Licenses:

Series 65

Insurance and Annuity Licenses:

Disability, Annuity, Health, Life, Long Term Care

Services
Investment Types:

Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Bonds, Alternative Investments, Mutual Funds

Can meet clients in the following ways:

Your Office, Video Conference, Our Offices, Our Office, Phone, Email

Compensation and Fees
Fee Structure:

Fee-Only

Minimum Portfolio Size for New Managed Accounts:

$100,000

Compensation Methods:

Based on Assets, Flat Fee

Firm Information
Firm's Number of Clients:

12000

Firm's Number of Planning Clients:

10500

Assets Managed by Firm:

5.5B

Preferred meeting methods
I provide a free initial consultation:

Yes

12 Years of Experience
CRD# 6153106Firm CRD# 283515Insurance License# 2297822Series 65
Compliance
Registered Investment AdvisorYes
Investment Advisor RepresentativeYes
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
Office Hours
Monday9:00 - 17:00
Tuesday9:00 - 17:00
Wednesday9:00 - 17:00
Thursday9:00 - 17:00
Friday9:00 - 17:00
SaturdayClosed
SundayClosed
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