Travis Cullman


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.
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283515
2297822
12
12
Businesses, Individual Investors
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
Yes
No
Yes
Yes
I have a clean record
I have a clean record
CFP®, CPFA
Series 65
Disability, Annuity, Health, Life, Long Term Care
Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Bonds, Alternative Investments, Mutual Funds
Your Office, Video Conference, Our Offices, Our Office, Phone, Email
Fee-Only
$100,000
Based on Assets, Flat Fee
12000
10500
5.5B
Yes
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
