Capitalis Planning Partners Employee Directory

Capitalis Planning Partners corporate office is located in 400 W Market St Ste 2250, Louisville, Kentucky, 40202, United States and has 11-50 employees.

capitalis planning partners

Key Employees of Capitalis Planning Partners

SH
Sophie Holbroo...
Associate Advisor
PhoneEmail
AO
Allison Ogle
Client Experience Specialist
PhoneEmail
JS
Jason Sterrett
Partner
PhoneEmail
JY
Jaelyn Young
Financial Planning Analyst
PhoneEmail
SW
Shane Wohlschl...
Private Wealth Advisor
PhoneEmail
PhoneEmail

Capitalis Planning Partners Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Capitalis Planning Partners

Hundreds of professionals searching for Capitalis Planning Partners have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

SH
Sophie Holbrook
Email Direct
Associate Advisor
United States , Kentucky , Louisville

AO
Allison Ogle
Email Direct
Client Experience Specialist
United States , Kentucky , Louisville

JY
Jaelyn Young
Email Direct
Financial Planning Analyst
United States , Kentucky , Louisville

SW
Shane Wohlschlegel
Email Direct
Private Wealth Advisor
United States , Kentucky , Louisville

Former Employees at Capitalis Planning Partners

Explore people who held key positions, contributed to Capitalis Planning Partners's success, and advanced their careers.

LS
Lauren Sims
Director, Business at Northwestern Mutual
Worked as Assistant Director, Operations
at Capitalis Planning Partners (2022-2024)
Email Direct
GM
Grant Meyer
Private Wealth Advisor at Northwestern Mutual
Worked as Private Wealth Advisor
at Capitalis Planning Partners
Email Direct
EB
Erjola Borici
Portfolio Management, ... at NorthStar Wealth Navig...
Worked as Portfolio Management, Private Client Services ...
at Capitalis Planning Partners (2024-2024)
Email Direct

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Frequently Asked Questions Regarding Capitalis Planning Partners Employees

How many employees does Capitalis Planning Partners have?

Capitalis Planning Partners has 11-50 employees

Who are Capitalis Planning Partners key employees?

Some of Capitalis Planning Partners key employees are Sophie Holbrook, Allison Ogle, Jason Sterrett, Jaelyn Young, Shane Wohlschlegel

Where is Capitalis Planning Partners located?

Capitalis Planning Partners’s headquarters are located at 400 W Market St Ste 2250, Louisville, Kentucky, 40202, United States

How do I contact Capitalis Planning Partners?

Capitalis Planning Partners Contact Info: Phone number: (502) 562-2441 Website: cpp.nm.com

What does Capitalis Planning Partners do?

Capitalis Planning Partners, based in Louisville, KY, is an office of Northwestern Mutual that specializes in creating custom wealth management plans aimed at providing lasting financial peace of mind. The firm focuses on comprehensive financial planning to help clients pursue their greatest goals and live fulfilling lives. With a team of compassio... Read More

Is Capitalis Planning Partners a public company?

Capitalis Planning Partners is private company therefore does not currently have an official ticker symbol

See more information about Capitalis Planning Partners Employees