TravisCullman- Financial Advisor Knoxville, TN

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About Travis Cullman

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

CRD#

6153106

Firm CRD#

283515

Years of Experience in Financial Services

Number of Years with Current Firm

Compliance

Registered Investment Advisor

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CPFA

Securities Licenses

Series 7, Series 66

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-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

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

Paladin Advisors

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Paladin Research Report For:

Travis Cullman

SageSpring Wealth Partners