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Lincoln Erhard

Director, Planning for Private Wealth at Capitas Financial

  • LinkedIn

Lincoln Erhard serves as a Director of Private Wealth Planning with the Smith Companies – a partner of Capitas Financial, Inc. Capitas is an unbiased insurance distribution company focuse...

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CAPITAS FINANCIAL

CAPITAS FINANCIAL

  • Employees count Employees 201-500
  • Revenue Revenue 100 Million to 250 Million
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Capitas Financial Org Chart and Mapping

Blake Mohr

Chief Executive Officer

VP-Level
Employees

Steven Lacher

National Accounts Manager

Jerry Galvin

Director of Private Wealth; Ny Metro Region

Susan Viator

Wealth Planning Consultant

Aprille Wann

Business Development Associate

Tommy Doukas

Director of Private Wealth Planning

Robert Charron

Wealth Planning Consultant

Chris Woloszyk

Director of Underwriting

Merin Powell

Case Manager for Life Insurance

David Stein

Sales Support Specialist

Frequently Asked Questions Regarding Lincoln Erhard

Answer: Lincoln Erhard works for Capitas Financial as Director, Planning for Private Wealth

Answer: Lincoln Erhard’s role in Capitas Financial is Director, Planning for Private Wealth

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Answer: Lincoln Erhard's business email address is l****@capitasfinancial.com

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Answer: Lincoln Erhard works in the industry of: Financial Services

Answer: Lincoln Erhard is the current Director, Planning for Private Wealth at Capitas Financial.... Read More

Answer: Lincoln Erhard works Capitas Financial located at 200 Coon RPDS BLVD Nw, Minneapolis, Minnesota, 55433, United States

Answer: Capitas Financial's Director, Planning for Private Wealth is Lincoln Erhard

Answer: Lincoln Erhard contact details:

  • Phone number  :  (***)-***-****
  • Email  :  l****@capitasfinancial.com

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