Kathy
Postoak

Strongbox Wealth, LLC

CRD#1855695
Investment Advisor
in Lees Summit, MO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kathy Postoak is a financial advisor operating in Lees Summit, Missouri who has 3 years of industry experience. Postoak currently works for Strongbox Wealth, LLC. Throughout their career, they have worked at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Purshe Kaplan Sterling Investments and Strongbox Wealth. Postoak has Series 63 and Series 66 licenses, qualifying them as a securities representative, and can serve investors in Missouri. Strongbox Wealth, LLC is an advisory firm that has its headquarters in Lees Summit, MO. It controls $334 million in total assets across its 1,268 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 1,268 accounts, 41% are associated with high-net-worth clients who have greater than $1 million in assets. The advisory firm performs a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually vary depending on which service is provided. However, fees billed by Strongbox Wealth, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3470 Ne Ralph Powell Road Suite A
Lees Summit, MO 64064

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Strongbox Wealth, LLC Brokerage Details

Total Assets Under Management

$333,863,916

MO Average: $11,469,110,461
Total Number of Employees

5

MO Average: 458
Total Number of Accounts

1,268

MO Average: 33,415
Average Account Size

$263,300

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Kathy Postoak Work History

Kathy has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Purshe Kaplan Sterling Investments

2019 - Present (5 years)

Strongbox Wealth

2016 - 2019 (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kathy Postoak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Strongbox Wealth, LLC

Andrew Beil
Lees Summit, MO
Jonathan Garlow
Lees Summit, MO
Charles Cooper
Lees Summit, MO
Kathy Postoak
Lees Summit, MO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started