Travis Cullman

SageSpring Wealth Partners

136 Concord Rd

Knoxville, TN 37934

865-686-5202

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

CRD#

6153106

Firm CRD#

283515

Years of Experience in Financial Services

Number of Years with Current Firm

Services

Can meet clients in the following ways

Your Office, Email, Phone, Our Office, Our Offices, Video Conference

Compliance

Registered Investment Advisor

Yes

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

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

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