Capitas Financial, LLC Employee Directory

Q: What is Capitas Financial, LLC known for?

Capitas Financial, LLC was founded in 2001. Capitas Financial, LLC operates in the Financial Services industry.

Q: How many employees does Capitas Financial, LLC have currently?

Capitas Financial, LLC has approximately 201 employees.

Financial ServicesUnited States201-500 Employees

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.

Find Capitas Financial, LLC employees' phone numbers or email addresses

Capitas Financial, LLC Global Highlights

North America
251

United States Of America
251

Europe
5

United Kingdom Of Great Britain And Northern Ireland
5

Capitas Financial, LLC's Leadership

B. M.
Chief Executive Officer
Mobile Phone
Email
R. W.
Cfo
Mobile Phone
Email
B. D.
Vice President Of Sales - Annuities
Mobile Phone
Email
A. N.
Vice President Of Operations
Mobile Phone
Email
M. L.
Vice President Executive Benefits
Mobile Phone
Email
D. V.
Vice President And Sales Manager
Mobile Phone
Email
J. S.
Vice President National Accounts
Mobile Phone
Email
R. P.
Vice President Sales
Mobile Phone
Email

Contact profiles from Capitas Financial, LLC

Name

Title

Contact Info

Location

Last Update

B. M.
Chief Executive Officer
Mobile Phone
Email
United StatesMinnesota
Mar 27, 2024
R. E.
President
Mobile Phone
Email
United StatesNew Mexico
Oct 09, 2024
S. G.
President
Mobile Phone
Email
United StatesKentucky
Nov 11, 2025
S. D.
President
Mobile Phone
Email
United StatesMinnesota
Mar 28, 2024
B. B.
President
Mobile Phone
Email
Oct 16, 2024
B. V. W.
President
Mobile Phone
Email
United StatesNew York
Mar 28, 2024
G. G.
Owner
Mobile Phone
Email
United StatesWisconsin
Nov 06, 2025
J. H.
President
Mobile Phone
Email
Jun 21, 2025
M. M.
A Capitas Financial Partner
Mobile Phone
Email
UNITED STATES
Oct 16, 2024
M. B.
Founding Partner
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Capitas Financial, LLC known for?

Capitas Financial, LLC was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 200 Coon Rapids Blvd NW, Minneapolis, MN 55433, US; you can contact the main corporate office by phone at

+1-952-544-****

. Explore Capitas Financial, LLC's company overview page for more information.

What is Capitas Financial, LLC's most common email format?

Capitas Financial, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Capitas Financial, LLC email formats with LeadIQ.

How many employees does Capitas Financial, LLC have currently?

Capitas Financial, LLC has approximately 201 employees as of October 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Capitas Financial, LLC's key employees and leadership?

As of October 2025, Capitas Financial, LLC's key employees include:

Chief Executive Officer: B. M.
Cfo: R. W.
Vice President Of Sales - Annuities: B. D.
Vice President Of Operations: A. N.
Vice President Executive Benefits: M. L.

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