Capitas Financial

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Description

  • Capitas Financial, Inc. is a life insurance brokerage firm that partners with financial institutions across the United States to provide sophisticated and unbiased insurance and wealth management solutions.Formed in 2001, Capitas Financial was founded on the strength and reputation of its founding members and was created to establish a strong and strategic alliances with leading insurance carriers and financial institutions.Capitas Financials point-of-sale professionals work closely with advisors and agents to support the utilization and implementation of insurance for personal, business, estate and charitable planning solutions. Capitas sales professionals have a thorough knowledge of insurance and advanced planning techniques to assist advisors and their clients through a collaborative and consultative approach. Capitas offers an unparalleled 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.Few financial firms are more focused on technical expertise than Capitas. Leveraging the accumulated knowledge and experience of the individual wealth accumulation, management, and distribution practices of Capitas associates, Capitas provides solutions for virtually any estate planning scenario. From insurance portfolio analysis to hypothetical modeling, Capitas combines proven techniques with cutting-edge processes. Capitas contributes insurance expertise for the most sophisticated financial planning considerations. This comprehensive and strategic approach to planning is the backbone of Capitas success.To learn more visit the links below:Capitas website: www.capitasfinancial.com Capitas Partner Locations: http://www.capitasfinancial.com/locationsCareer Opportunities: http://www.capitasfinancial.com/careersContact Us: http://www.capitasfinancial.com/contact-us
  • location

    Headquarters:200 Coon Rapids Boulevard Northwest , Minneapolis, Minnesota, United States

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  • Capitas Financial phone

    Phone Number: +1 952-544-0709

  • Capitas Financial website

    Website: https://www.capitasfinancial.com

  • Capitas Financial employees

    Employees:188

  • Capitas Financial revenue

    Revenue:$10 - 50M

  • Capitas Financial legal name

    Legal Name:Capitas Financial

  • Capitas Financial's Social Media

    Capitas Financial linkedin Capitas Financial facebook Capitas Financial twitter
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  • |  NAICS Code: 524113  |

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Person level website identification

CEO for Capitas Financial

Jim Ludwick

President And Chief Executive Officer

Person level website visitor identification

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View Employees

Steve Dzubay

President

Roger Weber

Chief Financial Officer

Michael O'brien

President At Capitas Financial

Walt Lough

Partner

Brian Tepper

Sales Vice President

Frequently Asked Questions regarding Capitas Financial

  • Where are Capitas Financial's Headquarters?

    Capitas Financial's Headquarters are in 200 Coon Rapids Boulevard Northwest ,Minneapolis,Minnesota,United States

  • What is Capitas Financial's phone number?

    Capitas Financial's phone number is +1 952-544-0709

  • What is Capitas Financial's official website?

    Capitas Financial's official website is https://www.capitasfinancial.com

  • What is Capitas Financial's Revenue?

    Capitas Financial's revenue is $10 - 50M

  • What is Capitas Financial's NAICS code?

    Capitas Financial's NAICS code is 524113

  • How many employees are working in Capitas Financial

    Capitas Financial has 188 employees

  • What is Capitas Financial's Industry?

    Capitas Financial is in the industry of Financial Services

  • Who is Capitas Financial's CEO?

    Capitas Financial's CEO is Jim Ludwick

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