Michael Reid Collie

Employer firm

Collie Financial Planning, Inc. CRD 134884

$163M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2005 → Present
  Collie Financial Planning, Inc
  Asheville, NC

Previous Registrations

• 2004-05-11 → 2005-08-03
  Wells Fargo Clearing Services, Llc
  Asheville, NC
• 2001-02-14 → 2004-05-07
  First Citizens Investor Services, Inc.
  Waynesville, NC

Exams

• S66 Uniform Combined State Law Examination
  2001-01-09
• S63 Uniform Securities Agent State Law Examination
  2000-12-13

Designations

• Certified Financial Planner