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Michael Reid Collie

President/Chief Compliance OfficerCollie Financial Planning, Inc.CRD 4306671

About Michael Reid Collie

Michael Reid Collie is listed as President/Chief Compliance Officer at Collie Financial Planning, Inc. in Black Mountain, NC. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Collie Financial Planning, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Michael Reid Collie work?

Michael Reid Collie is listed as President/Chief Compliance Officer at Collie Financial Planning, Inc. on SEC Form ADV.

How much of Collie Financial Planning, Inc. does Michael Reid Collie own?

Form ADV reports a beneficial ownership band of Over 75%.

Collie Financial Planning, Inc.

TitlePresident/Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2005
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