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Eric Ragland

Advisor at Commonwealth Financial Network

Updated today

Location

Cookeville, TN 38501

Credentials

CFP®, Series 66

Industry experience

4 years

About

Eric Ragland is a CFP® and holds a Series 66 license, currently affiliated with Commonwealth Financial Network. He has four years of industry experience, including service in the United States Air Force from 2014 to 2021. He also spends a small portion of his time involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser serving a national network of nearly 3,000 advisors and their clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and customized investment solutions, while providing operational and compliance infrastructure to affiliated advisors.

Client services

Based on Commonwealth Financial Network

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Commonwealth Financial Network

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy

Occupation focus

Based on Commonwealth Financial Network

Founder/Business Owner Executive Retired

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Fee options

Fixed

Flat or fixed fees available for consulting services, including wealth management, retirement plan consulting, and HSA consulting.

Percentage

$0 - $750,000: 2.25% $750,000 - $1,000,000: 2.00% $1,000,000 - $2,000,000: 1.75% $2,000,000+: 1.50%

Commissions

Advisors may receive commissions on securities transactions and insurance products; additional transaction charges may apply in certain programs.

Project-based

Up to $500 per hour for consulting services.

Other

Account minimum: $1,000 Fee-only: Annual fees negotiable; fees based on percentage of assets under management; no performance-based fees.

Location

480 Neal Street, Suite 101

Cookeville, TN 38501

Most active in

Tennessee

Work history

MapleCross Wealth Management, LLC

2022 - Present (4 years)

Commonwealth Financial Network

2022 - Present (4 years)

Commonwealth Financial Network

2021 - 2022 (1 year)

United States Air Force

2014 - 2021 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Caleb R

Series 65

Cookeville, TN

Cravens & Company Wealth Management

Caleb Rouse is a financial advisor at Cravens & Company Wealth Management in Cookeville, TN, holding a Series 65 designation with experience beginning in 2023. Prior to his advisory role, he worked in various positions including at Lowe's and Tennessee Tech University. Cravens & Company Wealth Management serves individuals, high-net-worth families, executives, healthcare and legal professionals, retirees, and business entities with services such as discretionary investment management, family office programs, and retirement plan fiduciary services. The firm emphasizes a collaborative, multi-generational approach integrating financial, tax, and estate planning alongside portfolio management.

Wealth management Business exit / sale strategy Retirement income strategy General estate planning guidance Cash flow / budgeting Executive Doctor or Medical Professional Attorney Retired Established Professionals Retired
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Travis G

Series 66

Cookville, TN

Compass Advisory Partners LLC

Travis Giffey is a financial advisor with Compass Advisory Partners LLC, holding a Series 66 designation and over 20 years of industry experience. He has worked at firms including FSC Securities Corporation and Lion Street Financial, and has been with Compass Advisory Partners since 2012. Outside of his advisory role, he owns and operates agricultural businesses focused on cattle farming. Compass Advisory Partners provides financial planning and consulting services to individuals, corporations, charitable organizations, trusts, and estates. The firm offers written financial plans and consultations without discretionary portfolio management, focusing on retirement, cash flow, insurance, estate, and business succession planning through an hourly fee model.

Business succession planning
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David S

CFP®, Series 66

Cookeville, TN

Compass Advisory Partners LLC

David Stites is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Compass Advisory Partners LLC. He has held advisory roles at Integrity Alliance, Csenge Advisory Group, and Lion Street Financial, among others. Stites is also involved with Fidelis Financial Strategies, where he sells life, health, and annuity contracts as part of the financial planning process. Compass Advisory Partners provides financial planning and consulting services to individuals, corporations, charitable organizations, trusts, and estates. The firm focuses on delivering written financial plans and consultations without discretionary portfolio management, emphasizing client implementation through custodians of their choice.

Business succession planning
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Wayne C

Series 63

Cookeville, TN

Cravens & Company Wealth Management

Wayne Cravens is a financial advisor at Cravens & Company Wealth Management with 38 years of industry experience. He holds a Series 63 designation and has worked at firms including Osaic Wealth, Inc., Progressive Savings Bank, and FSC Securities Corporation. Outside of advisory work, he is involved in managing a grocery-anchored retail development through his role with 10th Street Capital Partners, LLC. Cravens & Company Wealth Management serves individuals, high-net-worth families, executives, healthcare and legal professionals, retirees, and business entities. The firm offers discretionary investment management, private client and family office programs, and fiduciary services, utilizing a collaborative multi-generational approach that integrates financial, tax, and estate planning with portfolio management.

Wealth management Business exit / sale strategy Retirement income strategy General estate planning guidance Cash flow / budgeting Executive Doctor or Medical Professional Attorney Retired Established Professionals Retired
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R. K

ChFC®, Series 65

Cookeville, TN

RidgeBrooke Capital Management LLC

R. Kirby is a financial advisor with RidgeBrooke Capital Management LLC, holding the ChFC® designation and Series 65 license, and has 14 years of industry experience. Prior to joining RidgeBrooke Capital Management in 2020, Kirby worked at Virtue Capital Management, LLC and Horter Investment Management. He serves on the Board of the International Foundation for Retirement Education. RidgeBrooke Capital Management LLC provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a tailored investment approach that includes fundamental, technical, charting, and cyclical analysis, and offers active management of fixed indexed annuities alongside traditional portfolio management.

Annuities Retirement income strategy Wealth management Tax-loss harvesting General estate planning guidance
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William W

Series 63, Series 65

Cookeville, TN

Southland Equity Partners, LLC.

William Welch III is a financial advisor at Cravens & Company Wealth Management with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cravens and Company Advisors LLC since 2009, along with prior roles at FSC Securities Corporation, Progressive Savings Bank, and Rains Agency Inc. Cravens & Company Wealth Management serves individuals, high-net-worth families, executives, healthcare and legal professionals, retirees, and business entities. The firm offers discretionary investment management, family office programs, fixed-income management, business consulting, and retirement plan fiduciary services, employing a collaborative approach that integrates financial, tax, and estate planning with portfolio management.

Wealth management General tax planning
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