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Andrew William Beil

Strongbox Wealth, LLC

Lee'S Summit, MO

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Current Employers
Strongbox Wealth, Llc

3470 Ne Ralph Powell Road Suite A, Lee'S Summit, MO 64064 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2021-05-17
  • MO RA
    APPROVED
    Since 2021-05-17

Branch Locations

3470 Ne Ralph Powell Road Suite A, Lee'S Summit, MO 64064 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American Century Investment Services, Inc. Kansas City MO 06/2014 02/2020
Private Client Services Overland Park KS 02/2020 05/2021
Prime Capital Investment Advisors, Llc Overland Park KS 02/2020 05/2021
Strongbox Wealth, Llc Lee's Summit MO 05/2021 Present
  • 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
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-06-25
  • S63 Uniform Securities Agent State Law Examination
    2014-06-25
Designations
Other Names
  • Andrew William
  • Andrew W Beil
  • Andrew William Beil

View on SEC IAPD

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Other Offices

OSBORNE GLOBAL INVESTORS, INC. · LEE'S SUMMIT, MO
YOUR FINANCIAL PARTNERSHIP · LEES SUMMIT, MO
OSBORNE GLOBAL INVESTORS, INC. · Lee's Summit, MO
LPL FINANCIAL LLC · LEE'S SUMMIT, MO
EDWARD JONES · LEES SUMMIT, MO
FREEDOM WEALTH ADVISORS, LLC · LEE'S SUMMIT, MO
FREEDOM WEALTH ADVISORS, LLC · Lees Summit, MO
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Lees Summit, MO

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