Capitas Financial

Capitas Financial

Financial Services Minneapolis, Mn, United States 188 employees
Employees
188
Contacts
4
Emails
4
Phones
2

Capitas Financial Overview

Headquarters
Minneapolis, Mn, United States
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
188
Founded
2001
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Capitas Financial

Capitas Financial is the premier partner for Financial Advisors, providing insurance solutions for investment, tax, retirement, estate, business and financial life planning needs. Formed in 2001, Capitas Financial was founded on the strength and reputation of its founding members and was created to establish strong and strategic alliances with leading insurance carriers and financial institutions. Capitas offers an unparalleled planning process and selection of life, disability and long-term care insurance products, as well as sophisticated technology and cutting-edge marketing capabilities; all supported by local and dedicated sales management teams. Our experienced local Capitas Point of Sale are supported by a team consisting of Case Designer, Internal Marketer, Case Manager and Licensing and Appointment Professionals. Capitas local Point of Sale are also supported by Capitas’ industry leading and nationally recognized Private Wealth Team. The Capitas Private Wealth Team of “Special Ops” experts enable a wide range of insight and expertise related to Wealth Transfer & Estate Planning, Business Planning & Executive Benefits, High Limit Disability, Underwriting, Private Placement, Sports and Entertainment, International Capabilities and Premium Finance. Website: www.capitasfinancial.com Locations: www.capitasfinancial.com/locations Career Opportunities: www.capitasfinancial.com/careers Contact Us: www.capitasfinancial.com/contact-us Securities offered through The Leaders Group, Inc., Member FINRA/SIPC, 26 W Dry Creek Circle, Suite 800, Littleton CO 80120, (303) 797-9080.

Capitas Financial Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
2
50.0% coverage

Capitas Financial Org Chart

Sample employees and titles
Name Title Contact
Don Cureton, Clu
Email Phone
Robb Stottlemyer
Email
Michael Blair
Email Phone
Brenda Jewell Brokerage Account Manager at Capitas
Email

Employees by Management Level

Manager 16 profiles
Executive 7 profiles
Individual contributor 7 profiles
Director 5 profiles
Associate / junior 3 profiles
VP / Head 2 profiles
Senior / Lead 1 profile

Department Contact Coverage

Department Contacts Email Phone
Sales 9 9 5
General 9 9 3
Executive 8 8 5
Finance 8 8 1
Operations 1 1 1

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