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BRODY JAE ADAMS — SBA Loan Record (Onalaska, WI) | DealRoom

Intelligence/Portfolio Management and Investment Advice/WI

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SBA lending record

BRODY JAE ADAMS

2737 NATIONAL DR, Onalaska, WI 54650 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$20K

Total SBA financing

1

Loan on record

FY2023

On record

—

Jobs supported

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

Is BRODY JAE ADAMS 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

$20,000 — FY2023

Gross approval: $20,000
SBA guaranteed: $10,000 (50%)
Status: Cancelled
Rate at approval: 11.24% v
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 7/13/2023
Collateral: Required
Business type: Individual
Business age: Existing or more than 2 years old
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: U.S. Bank, National Association
Address: 2737 NATIONAL DR
City: Onalaska, 54650
County: La Crosse
SBA district office: WISCONSIN DISTRICT OFFICE
Congressional district: 3

The lender

U.S. Bank, National Association

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 portfolio management and investment advice — by location, industry.

SBA lenders in Wisconsin Lenders for portfolio management and investment advice Portfolio Management and Investment Advice lenders in Wisconsin

Similar businesses

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

Garrett Paulson

La Crosse, WI· ~5 mi

Portfolio Management and Investment Advice

$30K
SBA financing: ≈ $59K–$98K
Est. revenue (rough)

Johnson Financial Services L.L.C.

Minneapolis, MN· ~121 mi

Portfolio Management and Investment Advice

$30K
SBA financing: ≈ $59K–$98K
Est. revenue (rough)

Daniel Rehurek

Woodbury, MN· ~112 mi

Portfolio Management and Investment Advice

$25K
SBA financing: ≈ $49K–$82K
Est. revenue (rough)

ClearOut, LLC

Amherst, NY· ~625 mi

Portfolio Management and Investment Advice

$20K
SBA financing: ≈ $39K–$65K
Est. revenue (rough)

NORTHERN LIGHTS ENTERPRISES, INC.

Lake Elmo, MN· ~113 mi

Portfolio Management and Investment Advice

$44K
SBA financing: ≈ $86K–$144K
Est. revenue (rough)

Wealth Ridge Planning LLC

Black River Falls, WI· ~33 mi

Portfolio Management and Investment Advice

$765K
SBA financing: ≈ $1.5M–$2.5M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for BRODY JAE ADAMS in Onalaska, WI (Portfolio Management and Investment Advice). 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 $20K
On record FY2023
Industry: Portfolio Management and Investment Advice
Location: Onalaska, WI
Lender: U.S. Bank, National Association

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Portfolio Management and Investment Advice businesses in WI for ~$20k 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/brody-jae-adams-wi
API:: https://dealroom.so/api/public/businesses/brody-jae-adams-wi
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 BRODY JAE ADAMS 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 BRODY JAE ADAMS.