Chuck Heikenen

Director of Private Wealth at Capitas Financial - Minneapolis, Minnesota, US

Chuck Heikenen's Colleagues at Capitas Financial
Robert Haag

Senior Vice President estate and insurance planning

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Michael Loden

Senior Vice President, Director of Private Wealth

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Randy Preuss

Sales Vice President - Life Insurance, LTC, and DI

Contact Randy Preuss

Kevin Lauer

Vice President, Managing Partner

Contact Kevin Lauer

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Chuck Heikenen's Contact Details
HQ
(877) 463-1234
Location
Company
Capitas Financial
Chuck Heikenen's Company Details
Capitas Financial logo, Capitas Financial contact details

Capitas Financial

Minneapolis, Minnesota, US • 500 - 999 Employees
Financial Services

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.

Financial Planning Life Insurance Estate Planning Tax Planning Wealth Management Products Financial Advisory Retirement Planning
Details about Capitas Financial
Frequently Asked Questions about Chuck Heikenen
Chuck Heikenen currently works for Capitas Financial.
Chuck Heikenen's role at Capitas Financial is Director of Private Wealth.
Chuck Heikenen's email address is ***@capitasfinancial.com. To view Chuck Heikenen's full email address, please signup to ConnectPlex.
Chuck Heikenen works in the Financial Services industry.
Chuck Heikenen's colleagues at Capitas Financial are Robert Haag, Michael Loden, Randy Preuss, David Lee, DellaSala, Dan, Kevin Lauer, Tom Alexander and others.
Chuck Heikenen's phone number is (877) 463-1234
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