Capitas Financial
Capitas Financial

Capitas Financial Information

Contact top employees from Capitas Financial

Summary

Capitas Financial has been in the industry for 25 years. The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 186. To connect with Capitas Financial employee register on SignalHire.

Organization Website

capitasfinancial.com

Phone Number

952-544-0709

Industries

Headquarters Location

200 Coon Rapids Blvd NW, Minneapolis, MN, 55433 US

Employees Size

200-500 employees

Specialties

Insurance Planning, Annuities, Long Term Care, Disability Insurance, Wealth Transfer, Estate Planning, Retirement Planning, Business Succession, Executive Compensation, Life Settlements, Business Planning, Executive Benefits, High Limit Disability, Underwriting Expertise, Private Placement, Sports and Entertainment, International Capabilities, Premium Finance, Life Insurance

Founded

2001

Estimated Website Traffic

The chart shows a growth in traffic to the capitasfinancial.com website. In November, traffic increased to 10417, compared to 3624 in the previous month. The highest traffic in 2025 was recorded in July, reaching 11499 visits.

Employees Turnover 4 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
Length of Employment
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Employee tenure at Capitas Financial shows a diverse range of experience levels:
4% have been with the company for less than 1 year4% for 1–2 years4% for 3–4 years5% for 5–7 years7% for 8–10 years77% have over 11 years of service at Capitas Financial
Ex-employees positions
In Company
In New Company
Contact top employees from Capitas Financial
Don Cureton
Sales Vice President
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Dave Nelson
Sales Vice President
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Randy Preuss CLTC®
Sales Vice President - Life Insurance, LTC, and DI
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Jason Borek
Vice President of Independent Sales
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Amy Noga
Vice President of Operations
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Marcia Boehms
Marketing Specialist
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John Mihelcic
Case Manager & Underwriting Consultant
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Daniel Ashe
Director of Private Wealth
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Tommy Doukas
Director of Private Wealth Planning
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Brooke Lange
New Business Case Manager/Field Underwriter
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Arika Scott
Associate Underwriter / Digital Product Analyst
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Kyle Smith
Associate Case Designer
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John Prescott
Brokerage Manager
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Jessica
Director of Private Wealth
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Dalia Izzy Hodges
Marketing | Internal
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Chris Moore
Director of Private Wealth
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Jeffrey Ridge
Internal Sales Consultant
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Ryan Fitzgerald
Wealth Planning Consultant
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Cameron Swanson
Wealth Planning Consultant
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Rob Hansen
Wealth Planning Consultant at Capitas Financial SF Bay Area and Northren CA
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Shara Beekman
Manager of Marketing & Events
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Karla Chaparro
Case Manager & Licensing Specialist
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Bryan Clifford
Regional LTC Sales Consultant
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Peter Poggioli
Associate General Agent
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Alain Wittman
Director of Annuities
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Brenda Jewell
Brokerage Account Manager
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FAQ

Capitas Financial operates in the Finance industries. More details can be found on the official website: capitasfinancial.com.
The headquarters of Capitas Financial are located in Minneapolis, United States.
You can contact Capitas Financial by phone at 952-544-0709.
Capitas Financial currently employs 200-500 people.

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