Andrew W. Beil

STRONGBOX WEALTH

Lee's Summit, MO 64064

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CRD#: 6343436

Professional summary

Andrew William Beil, CFP®, who also goes by Andrew W Beil, Andrew William Beil, Andrew William, is a registered financial advisor currently at STRONGBOX WEALTH, LLC located in Lee's Summit, Missouri.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Andrew has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrew W Beil | Andrew William Beil | Andrew William

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew William Beil's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

May 17, 2021 - Present

STRONGBOX WEALTH, LLC

Office #1: 3470 Ne Ralph Powell Road Suite A, Lee's Summit, MO 64064

RIA

CRD#: 304952

Lee's Summit, MO

Past

February 18, 2020 - May 17, 2021

PRIME CAPITAL FINANCIAL

RIA

CRD#: 288712

OVERLAND PARK, KS

Past

February 18, 2020 - May 17, 2021

PRIVATE CLIENT SERVICES, LLC

CRD#: 120222

Overland Park, KS

Past

August 25, 2014 - February 18, 2020

AMERICAN CENTURY INVESTMENT SERVICES INC.

CRD#: 17437

KANSAS CITY, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRONGBOX WEALTH, LLC

STRONGBOX WEALTH | STRONGBOX WEALTH, LLC

CRD#: 304952 / SEC#: 801-117141

RIA

Registered Investment Advisory firm - (8/8/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Missouri
(5/17/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/25/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/15/2015

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/25/2014

Investment Company Products/Variable Contracts Representative Examination

Current Firm

STRONGBOX WEALTH, LLC

STRONGBOX WEALTH | STRONGBOX WEALTH, LLC

CRD#: 304952 / SEC#: 801-117141

RIA

Registered Investment Advisory firm - (8/8/2019 Approved)

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Contact information

Main Address

3470 Ne Ralph Powell Road Suite A, Lee's Summit, MO 64064

Mailing Address

Phone number

(816) 607-5410

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (2/25/2025)

Regulatory assets under management

Total Number of Accounts	1,550
AUM (Assets Under Management)	$ 456,532,204

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Andrew W. Beil

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew William Beil's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIME CAPITAL FINANCIAL

PRIVATE CLIENT SERVICES, LLC

AMERICAN CENTURY INVESTMENT SERVICES INC.

Primary Firm SEC Registration

STRONGBOX WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/25/2014

SIE

Date: 10/1/2018

Series 7

Date: 7/15/2015

Series 6

Date: 8/25/2014

Current Firm

STRONGBOX WEALTH, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STRONGBOX WEALTH, LLC

TRUST BUT VERIFY

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