Logan Collie has been an investment adviser representative at Collie Financial Planning since September 2023, and is not listed among the firm’s executive officers or direct owners. Logan Collie holds a Bachelor's degree in Business Administration with a major in Financial Planning from Liberty University.
Collie Financial Planning, Inc. is a Black Mountain, NC firm with $163M under management, 243 clients and 2 advisers across 2 offices, as of its February 2026 filing.
Logan Collie is Financial Advisor of Collie Financial Planning, Inc. He serves with Mike Collie in taking care of all client investment and planning needs. After graduating from Liberty University in 2019, he began his career at a firm in Atlanta, and later worked remotely for a large firm in Chicago.
Logan Collie’s longest registration is the current one, 3 years at Collie Financial Planning since 2023. Before joining Collie Financial Planning in 2023, Logan Collie was registered through Allworth Financial, L.P. and Securities America Advisors, Inc.
- – present · 3 yearsBlack Mountain, NC · Adviser representative · Firm CRD 134884
- Allworth Financial, L.P.– · 1 yearRiverwoods, IL · Adviser representative · Firm CRD 111167
- Securities America Advisors, Inc.– · under a yearRiverwoods, IL · Adviser representative · Firm CRD 110518
- Weaver Capital Management, LLC– · 2 yearsSuwanee, GA · Adviser representative · Firm CRD 135037
Professional designations
Listed by Collie Financial Planning
- Certified Financial Planner (CFP®)
- Certified Kingdom Advisor (CKA®)
Investment adviser representative registrations
Logan Collie is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in September 2023.
- North CarolinaSince 28 September 2023
- TexasResidentSince 27 September 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 December 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Logan Michael Collie
- CRD
- 7216489
- Firm
- Collie Financial Planning · CRD 134884
- Office
- 101 MIDLAND AVE, Black Mountain, NC 28711
- Registration
- Investment adviser registration
- In the industry since
- April 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- colliefp.com
Where does Logan Collie work?
Logan Collie is an investment adviser representative registered through Collie Financial Planning, Inc. since September 2023, and is not listed among the firm’s executive officers or direct owners.
Is Logan Collie a financial advisor?
Yes. Logan Collie has a current investment-adviser registration in North Carolina and Texas, through Collie Financial Planning since September 2023.
How many years of experience does Logan Collie have?
Logan Collie has 6 years in the financial industry, since April 2020, across 4 adviser firms.
What exams has Logan Collie passed?
Logan Collie passed the Series 65 in December 2019.
Where did Logan Collie work before Collie Financial Planning?
Before Collie Financial Planning, Logan Collie was registered through Allworth Financial, L.P., August 2022 to August 2023; Securities America Advisors, Inc., March 2022 to August 2022; Weaver Capital Management, LLC, January 2020 to January 2022.
Where is Logan Collie based?
Logan Collie’s registered office is in Black Mountain, NC.
Is Logan Collie registered with FINRA?
No. Logan Collie has no current broker registration.
Is Logan Collie a CFP?
Collie Financial Planning lists Logan Collie with the CFP credential (“Certified Financial Planner (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Logan Collie’s record?
Search CRD 7216489 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Logan Collie’s full registration record.
