Logan Michael 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

• 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

• 2022-08-18 → 2023-08-21
  Allworth Financial, L.P.
  Riverwoods, IL
  Folsom, CA
• 2022-03-14 → 2022-08-16
  Securities America Advisors, Inc.
  Riverwoods, IL
• 2020-01-16 → 2022-01-31
  Weaver Capital Management, Llc
  Suwanee, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-12-23

Other Names

• Logan Michael Collie
• Logan Collie