Matthew Paul Koll
Investment Adviser Representative at Legacy Capital Wealth Partners, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew Paul Koll is an investment adviser representative with Legacy Capital Wealth Partners, LLC in Rogers, AR, where they have been registered since 2024, the year they entered the securities industry. They have passed the SIE exam. They are registered to provide investment advice in Arkansas.
Registrations & licenses
- Investment adviser:
- Arkansas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- United States NAVYJul 2000 – Feb 2018Pensacola, FL
- First Community TrustFeb 2018 – Nov 2021Dubuque, IA
- Arvest BANKNov 2021 – May 2024Rogers, AR
- Legacy Capital Wealth PartnersMay 2024 – no end date reportedRogers, AR
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Legacy Capital Wealth Partners, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $500,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Holistic wealth management including asset management, financial and retirement planning, insurance, and banking. Retirement planning services include sustainable income strategies, tax-efficient withdrawal and distribution planning, healthcare and long-term care preparation, Social Security optimization, legacy and estate planning, risk management, and spending analysis.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 16
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Little Rock, AR
- SEC file number:
- 801-112442
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 29, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew Paul Koll has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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