DFX Intelligence

Data Factory

RIA / WealthAdvisor10 years in industry

Logan Michael Collie

Advisor at COLLIE FINANCIAL PLANNING, INC.

BLACK MOUNTAIN, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d34c7d1a-45e0-ed0a-9167-cba59d5138ef

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Jan 16, 2020 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COLLIE FINANCIAL PLANNING, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S65
First exam: Dec 23, 2019
First registration: Jan 16, 2020
Dual registered: no
Other names: Logan Michael Collie|Logan Collie
IAPD individual key: 7216489

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COLLIE FINANCIAL PLANNING, INC.	Independent wealth	Sep 27, 2023	n/a	yes	BLACK MOUNTAIN, NC	Current employment
ALLWORTH FINANCIAL, L.P.	Bd affiliated wealth	Aug 18, 2022	Aug 21, 2023	no	Riverwoods, IL\|FOLSOM, CA	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Mar 14, 2022	Aug 16, 2022	no	RIVERWOODS, IL	Previous registration
WEAVER CAPITAL MANAGEMENT, LLC	Independent wealth	Jan 16, 2020	Jan 31, 2022	no	SUWANEE, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ALLWORTH FINANCIAL, L.P.	COLLIE FINANCIAL PLANNING, INC.	Aug 21, 2023	Sep 27, 2023	37	Firm change	Ibd to RIA
SECURITIES AMERICA ADVISORS, INC.	ALLWORTH FINANCIAL, L.P.	Aug 16, 2022	Aug 18, 2022	2	Firm change	Ibd to ibd
WEAVER CAPITAL MANAGEMENT, LLC	SECURITIES AMERICA ADVISORS, INC.	Jan 31, 2022	Mar 14, 2022	42	Firm change	RIA to ibd

Relationships

Registered with (4)

→ COLLIE FINANCIAL PLANNING, INC.Registered adviserregistration: current employment
Sep 27, 2023 to presentfactForm ADV
→ ALLWORTH FINANCIAL, L.P.Registered adviserregistration: previous registration
Aug 18, 2022 to Aug 21, 2023factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Mar 14, 2022 to Aug 16, 2022factForm ADV
→ WEAVER CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 16, 2020 to Jan 31, 2022factForm ADV

Dated events

Occurred
Aug 21, 2023
Advisor changed firm
Logan Michael Collie left Allworth Financial, L.P. for Collie Financial Planning, Inc. (registered 2023-09-27)
Form ADVobserved 6 days ago
Occurred
Aug 16, 2022
Advisor changed firm
Logan Michael Collie left Securities America Advisors, Inc. for Allworth Financial, L.P. (registered 2022-08-18)
Form ADVobserved 6 days ago
Occurred
Jan 31, 2022
Advisor changed firm
Logan Michael Collie left Weaver Capital Management, Llc for Securities America Advisors, Inc. (registered 2022-03-14)
Form ADVobserved 6 days ago