Logan Michael Collie
Investment adviser representative at Collie Financial Planning, Inc.
10 yearsExperience
2 statesRegistered in
$162.9MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Collie Financial Planning, Inc.Sep 2023 to now
- Allworth Financial, L.P.Aug 2022 to Aug 2023
- Securities America AdvisorsFeb 2022 to Aug 2022
- Weaver Capital ManagementJul 2019 to Jan 2022
- Liberty UniversityAug 2016 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Collie Financial Planning, Inc.
$162.9MAssets managed
243Clients
2Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7216489
- Firm CRD
- 134884