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Logan Michael Collie

Collie Financial Planning, Inc.

Black Mountain, NC

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Current Employers
Collie Financial Planning, Inc.

101 Midland Ave, Black Mountain, NC 28711 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-09-28
TX RA APPROVED_RES 2023-09-27
  • NC RA
    APPROVED
    Since 2023-09-28
  • TX RA
    APPROVED_RES
    Since 2023-09-27

Branch Locations

101 Midland Ave, Black Mountain, NC 28711 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Weaver Capital Management Suwanee GA 07/2019 01/2022
Liberty University Lynchburg VA 08/2016 05/2019
Securities America Advisors Riverwoods IL 02/2022 08/2022
Allworth Financial, L.P. Riverwoods IL 08/2022 08/2023
Collie Financial Planning, Inc. Black Mountain NC 09/2023 Present
Collie Financial Planning Black Mountain NC 09/2023 Present
  • 07/2019 → 01/2022
    Weaver Capital Management
    Suwanee, GA
  • 08/2016 → 05/2019
    Liberty University
    Lynchburg, VA
  • 02/2022 → 08/2022
    Securities America Advisors
    Riverwoods, IL
  • 08/2022 → 08/2023
    Allworth Financial, L.P.
    Riverwoods, IL
  • 09/2023 → Present
    Collie Financial Planning, Inc.
    Black Mountain, NC
  • 09/2023 → Present
    Collie Financial Planning
    Black Mountain, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-23
  • S65 Uniform Investment Adviser Law Examination
    2019-12-23
Other Names
  • Logan Michael Collie
  • Logan Collie

View on SEC IAPD

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Other Offices

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fairview, NC
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OSAIC INSTITUTIONS, INC. · Asheville, NC
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