Travis Lee Cullman

Employer firm

Sagespring Wealth Partners CRD 283515

$8.49B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2013 → 12/2024
  Raymond James Financial Services, Inc.
  Knoxville, TN
• 03/2014 → 12/2016
  Raymond James Financial Services Advisors, Inc.
  Knoxville, TN
• 01/2013 → Present
  Sagespring Wealth Partners Llc
  Knoxville, TN

Previous Registrations

• 2014-03-07 → 2016-12-20
  Raymond James Financial Services Advisors, Inc
  Nashville, TN
  Knoxville, TN

Other Businesses

Name of Business: Various Insurance Companies Address: 136 Concord Rd, Knoxville, TN, 37934, United States Activity Type: Non-variable Insurance Position/Title: Broker Investment Related: Yes Start Date: 07/24/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Providing insurance solutions to existing clients through various insurance companies.

Exams

• S66 Uniform Combined State Law Examination
  2014-01-18

Designations

• Certified Financial Planner