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
- Website
- capitasfinancial.com
- Industry
- Financial Services
- Employees
- 188
- Founded
- 2001
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Don Cureton, Clu | Akron, Ohio, United States |
Email
Phone
|
|
| Robb Stottlemyer | Richmond, Virginia, United States |
Email
|
|
| Michael Blair | St Louis, Missouri, United States |
Email
Phone
|
|
| Brenda Jewell | Brokerage Account Manager at Capitas | San Diego, California, United States |
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 | 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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