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Travis Cullman, CFP®, CPFA
SageSpring Wealth Partners

Tel: 865-686-5202
136 Concord Rd
Knoxville, TN 37934
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SageSpring Wealth Partners | Financial Advisor in Knoxville ,TN

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.

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General Information

Firm Start Year:   2002
automated call:  Yes
Insurance License#:  2297822
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

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

Qualifications & Memberships

Insurance and Annuity Licenses:  Disability, Annuity, Health, Life, Long Term Care

Firm Information

Firm's Number of Clients:  12000
Firm's Number of Planning Clients:  10500
Assets Managed by Firm:  5.5B

Compensation and Fees

Fee Structure:  Fee-Only
Minimum Portfolio Size for New Managed Accounts:  $100,000
Compensation Methods:  Based on Assets, Flat Fee

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1890152/wiseradvisor-sagespring-wealth-partners-detailed-disclosure.html

Compliance

Registered Investment Advisor:

Yes


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


Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

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