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: Locations: Career Opportunities: 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.
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Verified contacts
153
available on Kipplo
LinkedIn employees
187
201 to 500 range
Open roles
—
no listings
Distinct roles
103
indexed titles
Tech stack
1
tools in use
Monthly traffic
230
organic / mo
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Decision-makers and verified team members
153 contacts with verified email or phone · masked until revealed.
- JI
Jessica I.
Director of Private Wealth · Finance & Accounting
EmailPhone - RP
Randy Preuss
Sales Vice President - Life Insurance, Ltc, and Di · Sales & Business Development
EmailPhone - RW
Ryan Walsh
Operations Manager · Operations
EmailPhone - SB
Shara Beekman
Manager of Marketing & Events · Advertising & Marketing
EmailPhone - CF
Chris Fisher
Wealth Planning Consultant · Finance & Accounting
EmailPhone - MF
Melissa Fedor
Executive Administrative Support Specialist · General Business & Management
EmailPhone - AN
Amy Noga
() · Other
EmailPhone - MR
Mark Riesmeyer
Wealth Planning Consultant Sales Vice President · Other
EmailPhone - BM
Brian Mayfield
Director of Private Wealth · Finance & Accounting
EmailPhone
Showing 9 of 153 verified contacts
Top roles at Capitas Financial
103 distinct titles indexed · top 10 shown.
- 10sales vice president
- 9director of private wealth
- 6associate general agent
- 5aga
- 4case manager
- 4president
- 4vice president
- 4wealth planning consultant
- 3insurance planning specialist
- 2director of private wealth planning
- +93more titles
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