Andrew William Beil

Employer firm

Strongbox Wealth, LLC CRD 304952

$562M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 06/2014 → 02/2020
  American Century Investment Services, Inc.
  Kansas City, MO
• 02/2020 → 05/2021
  Private Client Services
  Overland Park, KS
• 02/2020 → 05/2021
  Prime Capital Investment Advisors, Llc
  Overland Park, KS
• 05/2021 → Present
  Strongbox Wealth, Llc
  Lee's Summit, MO

Previous Registrations

• 2020-02-18 → 2021-05-17
  Prime Capital Financial
  Overland Park, KS

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-06-25

Designations

• Certified Financial Planner

Other Names

• Andrew William
• Andrew W Beil
• Andrew William Beil