Strongbox Wealth, LLC

Strongbox Wealth, LLC (CRD# 304952) is a financial advisory firm headquartered in Lees Summit, MO. They manage $394,040,300 in 1,419 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
3470 Ne Ralph Powell Road, Suite A, Lees Summit, MO 64064
https://www.youtube.com/@strongboxwealth
By the Numbers
  • Total Assets Under Management
    394
    MILLION
  • Total Number of Accounts
    1,419
    ACCOUNTS
  • Average Account Value
    $277,689
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CO, FL, KS, MO, NC, OK, TN, TX

Financial Advisors at Strongbox Wealth, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Charles Cooper, financial advisor Lees Summit MO
Charles S. Cooper
CRD#: 2290910
3470 Ne Ralph Powell Road, Suite A, Lees Summit, MO 64064

Charles Cooper (CRD# 2290910) is an Investment Advisor Representative working at Strongbox Wealth, LLC in Lees Summit, MO and has over 30 years of experience in the finance industry.

2
Jonathan Garlow, financial advisor Lees Summit MO
Jonathan G. Garlow
CRD#: 5847474
3470 Ne Ralph Powell Road, Suite A, Lees Summit, MO 64064

Jonathan Garlow (CRD# 5847474) is an Investment Advisor Representative working at Strongbox Wealth, LLC in Lees Summit, MO and has over 13 years of experience in the finance industry.

3
Kathy Postoak, financial advisor Lees Summit MO
Kathy A. Postoak
CRD#: 1855695
3470 Ne Ralph Powell Road, Suite A, Lees Summit, MO 64064

Kathy Postoak (CRD# 1855695) is an Investment Advisor Representative working at Strongbox Wealth, LLC in Lees Summit, MO and has over 25 years of experience in the finance industry.

4
Andrew Beil, financial advisor Lees Summit MO
Andrew W. Beil
CRD#: 6343436
3470 Ne Ralph Powell Road, Suite A, Lees Summit, MO 64064

Andrew Beil (CRD# 6343436) is an Investment Advisor Representative working at Strongbox Wealth, LLC in Lees Summit, MO and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals