Andrew Beil has been an investment adviser representative at StrongBox Wealth since May 2021, and is not listed among the firm’s executive officers or direct owners. Andrew Beil holds a Bachelor of Business Administration from the University of Missouri-Columbia.
Strongbox Wealth, LLC is a Lee'S Summit, MO firm with $562M under management, 499 clients and 4 advisers across 2 offices, as of its March 2026 filing.
Andrew Beil is a Wealth Advisor of StrongBox Wealth. He joined the firm in May 2021 and guides clients through retirement, tax, charitable and cashflow planning, and develops corporate retirement plans. Before joining he was Director of Financial Planning at Prime Capital Investment Advisors and began his career at American Century Investments in 2014.
Andrew Beil’s longest registration is the current one, 5 years at StrongBox Wealth since 2021. Before joining StrongBox Wealth in 2021, Andrew Beil was registered through Prime Capital Investment Advisors, LLC.
- Strongbox Wealth, LLCCurrent– present · 5 yearsLee'S Summit, MO · Adviser representative · Firm CRD 304952
- Prime Capital Investment Advisors, LLC– · 1 yearOverland Park, KS · Adviser representative · Firm CRD 288712
Investment adviser representative registrations
Andrew Beil is registered as an investment adviser representative in Missouri, since May 2021.
- MissouriSince 17 May 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 15 July 2015 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 25 August 2014 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 June 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Andrew William Beil
- CRD
- 6343436
- Firm
- StrongBox Wealth · CRD 304952
- Office
- 3470 NE RALPH POWELL ROAD, SUITE A, Lee'S Summit, MO 64064
- Registration
- Investment adviser registration
- In the industry since
- August 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- strongboxwealth.com
Where does Andrew Beil work?
Andrew Beil is an investment adviser representative registered through Strongbox Wealth, LLC since May 2021, and is not listed among the firm’s executive officers or direct owners.
Is Andrew Beil a financial advisor?
Yes. Andrew Beil has a current investment-adviser registration in Missouri, through StrongBox Wealth since May 2021.
How many years of experience does Andrew Beil have?
Andrew Beil has 12 years in the financial industry, since August 2014, across 2 adviser firms.
What exams has Andrew Beil passed?
Andrew Beil has passed 3 licensing exams: the Series 63, Series 6 and Series 7. The earliest, the Series 63, was passed in June 2014. FINRA credited Andrew Beil with the SIE, which began in October 2018.
Where did Andrew Beil work before StrongBox Wealth?
Before StrongBox Wealth, Andrew Beil was registered through Prime Capital Investment Advisors, LLC, February 2020 to May 2021.
Where is Andrew Beil based?
Andrew Beil’s registered office is in Lee'S Summit, MO.
Is Andrew Beil registered with FINRA?
No. Andrew Beil has no current broker registration.
How can I verify Andrew Beil’s record?
Search CRD 6343436 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Beil’s full registration record.