Randy Preuss
Director of Private Wealth, CLTC®
- Wealth Transfer Planning
- Linked Benefit LTC Products
- LTC & Disability Planning
- Financial Products Analysis & Design
- Tax Diversified Supplemental Income
- Insurance and Annuity Planning
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.
Randy Preuss
Director of Private Wealth, CLTC®
Biography
Randy joined Capitas Financial Midwest in March 2017 as a Wealth Planning Consultant, now Director of Private Wealth. With over fifteen years in the financial services industry, Randy most recently held roles of Regional Internal Sales Director with Great-West Financial and Insurance & Annuity Consultant with BMO Harris Financial.
Randy received his Bachelors of Business Administration from the University of Wisconsin-Milwaukee with a focus in Marketing. He has earned his FINRA series 7 and 66 as well as his Life, Health and Variable licenses in multiple states. He is currently working on his CLU® and ChFC® designations with the American College. Randy resides in southeastern Wisconsin with his wife and their three children. In his spare time he enjoys camping, golfing, boating and fishing.
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.
