Nate Barnes
Director of Private Wealth
- Wealth Transfer
- Business Succession
- Protection
- Executive Benefits
- Tax-Advantaged Retirement Strategies
Capitas Financial
Capitas Financial, Inc. is a national organization made up of 16 regional processing centers, 130 point-of-sale professionals and 250-plus back office support specialists who offer a multi-carrier insurance product portfolio, along with unbiased consultative assistance to financial professionals and their clients. Capitas Financial is a national firm, based in Minneapolis, MN with a footprint that includes all 50 states and Puerto Rico. Capitas delivers the strength of a national organization coupled with unrivaled local customer service.
Nate Barnes
Director of Private Wealth
Biography
Nate brings over 20 years of experience in the life insurance brokerage industry, working closely with financial professionals and insurance agents to design tailored solutions that meet complex client needs. He focuses on helping advisors strengthen client relationships, stand out in a competitive marketplace, and drive sustainable growth in their practices.
He studied Economics at the University of Colorado and Finance at Metropolitan State University of Denver. Nate is a member of the Rocky Mountain chapter of the Financial Planning Association (FPA) and the National Association of Insurance and Financial Advisors (NAIFA). He holds FINRA Series 7 and 66 licenses.
Outside of work, Nate enjoys coaching his kids’ sports teams and is an avid golfer.
Capitas Financial Midwest
Capitas Financial Midwest is a full-service marketing organization offering a comprehensive portfolio of carriers and planning expertise in life insurance, disability income, annuities, long-term care, and investment-related products. We partner with professional firms and practitioners dedicated to serving the evolving needs of their clients.
As a founding partner of Capitas Financial, Inc., Capitas Financial Midwest provides clients with the benefits of scale and influence that come from being part of a national organization. Our in-depth underwriting knowledge and advanced sales support equip our clients with a competitive edge in the marketplace.
We recognize the distinct demands of high-performing producers and are fully committed to supporting their success.
