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Aspen Agency — SBA Loan Record (Coon Rapids, MN) | DealRoom

Intelligence/Insurance Agencies and Brokerages/MN

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SBA lending record

Aspen Agency

2669 COON RAPIDS BLVD NW, Coon Rapids, MN 55433 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$2.5M

Total SBA financing

1

Loan on record

FY2022

On record

6

Jobs supported

● business — business location is the ZIP-area centroid from the public record

Is Aspen Agency your business?

This record comes from public government lending data. Claim it to correct the details or tell your story — or ask us to take it down.

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The loan

$2,490,000 — FY2022

Gross approval: $2,490,000
SBA guaranteed: $1,867,500 (75%)
Status: Current
Rate at approval: 6.05% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 6/30/2022
First disbursement: 7/20/2022
Days to fund: 20 days
Collateral: Required
Jobs supported: 6
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: Live Oak Banking Company
Address: 2669 COON RAPIDS BLVD NW
City: Coon Rapids, 55433
County: Anoka
SBA district office: MINNESOTA DISTRICT OFFICE
Congressional district: 3

The lender

Live Oak Banking Company

1 loan to this businessFull SBA lending record + branches on the lender page →

Find SBA lenders for businesses like this

The banks most active funding insurance agencies and brokerages — by location, industry.

SBA lenders in Minnesota Lenders for insurance agencies and brokerages Insurance Agencies and Brokerages lenders in Minnesota

Similar businesses

Comparable insurance agencies and brokerages in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

Outsource one, inc DBA CieloStar

Minneapolis, MN· ~14 mi

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$2.0M
SBA financing: ≈ $3.9M–$6.5M
Est. revenue (rough)

Swenson Insurance Agency L.L.C.

Long Lake, MN· ~17 mi

Insurance Agencies and Brokerages

$1.9M
SBA financing: ≈ $3.8M–$6.3M
Est. revenue (rough)

RDM Agency, LLC

Circle Pines, MN· ~9 mi

Insurance Agencies and Brokerages

$1.4M
SBA financing: ≈ $2.8M–$4.7M
Est. revenue (rough)

William B White Insurance Agency LLC

Burnsville, MN· ~27 mi

Insurance Agencies and Brokerages

$3.0M
SBA financing: ≈ $5.9M–$9.8M
Est. revenue (rough)

Integrity Employee Benefits, LLC

Lake Elmo, MN· ~24 mi

Insurance Agencies and Brokerages

$2.5M
SBA financing: ≈ $4.8M–$8.0M
Est. revenue (rough)

SMARTERHSA, LLC

Chanhassen, MN· ~24 mi

Insurance Agencies and Brokerages

$4.7M
SBA financing: ≈ $9.2M–$15M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Aspen Agency in Coon Rapids, MN (Insurance Agencies and Brokerages). DealRoom compiles public SBA loan data, lender activity, and business signals to help buyers and advisors evaluate acquisition financing — it does not list this business for sale.

1 SBA 7(a) loan totaling $2.5M
On record FY2022
6 jobs supported
Industry: Insurance Agencies and Brokerages
Location: Coon Rapids, MN
Lender: Live Oak Banking Company

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Insurance Agencies and Brokerages businesses in MN for ~$2.5M deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.

Next steps

Pre-qualify this deal→Talk to a loan broker→Find SBA lenders→Compare similar deals→

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/aspen-agency-mn
API:: https://dealroom.so/api/public/businesses/aspen-agency-mn
Methodology:: Sources & methodology

Informational only — DealRoom does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
Figures come from public records and DealRoom methodology; verify before relying on them.
Financing figures are historical loan records, not a current offer or a loan approval. DealRoom is not a lender.

Is Aspen Agency your business?

This page was built from public lending data. Claim it free to correct the details, tell your story, and control how your business shows up — or ask us to take it down.

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DealRoom listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with Aspen Agency.