Matthew Paul Koll

Employer firm

Legacy Capital Wealth Partners, LLC CRD 291960

$1.52B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2000 → 02/2018
  United States Navy
  Pensacola, FL
• 02/2018 → 11/2021
  First Community Trust
  Dubuque, IA
• 11/2021 → 05/2024
  Arvest Bank
  Rogers, AR
• 05/2024 → Present
  Legacy Capital Wealth Partners
  Rogers, AR

Other Businesses

1) ST. VINCENT DE PAUL CATHOLIC SCHOOL; NON-INVESTMENT RELATED; 1416 W POPLAR ST, ROGERS, AR, 72758; PRESIDENT OF SCHOOL BOARD; 6/2023; 4 HOURS PER MONTH 2) BIG BROTHER BIG SISTER NWA; NON-INVESTMENT RELATED; 91 W COLT SQUARE, FAYETTEVILLE, AR, 72703; BOARD MEMBER; 5/2022; 4 HOURS PER MONTH 3) MERCY FOUNDATION- PLANNED GIVING COMMITTEE; NON-INVESTMENT RELATED; 2710 S RIFE MEDICAL LN, ROGERS, AR, 72758; MEMBER; 2/2023; 4 HOURS PER MONTH

Designations

• Certified Financial Planner