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Paladin Research Report For:

Travis Cullman

SageSpring Wealth Partners

CFP®CPFA
136 Concord Rd
Knoxville, TN 37934
865-686-5202

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.

See Disclosures

General Information

Firm Start Year
  • 2002
automated call
  • Yes
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
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 & Membership

Certifications, Accreditations & Designations
  • CFP®, CPFA
Securities Licenses
  • Series 65
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

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

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890152/paladinregistry-SageSpring-Wealth-Partners-detailed-disclosure.html