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CALDWELL INSURANCE AGENCY INC. — SBA Loan Record (Evergreen, CO) | DealRoom

Intelligence/Insurance Agencies and Brokerages/CO

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SBA lending record

CALDWELL INSURANCE AGENCY INC.

32186 CASTLE CT # 230, Evergreen, CO 80439 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$100K

Total SBA financing

1

Loan on record

FY2021

On record

—

Jobs supported

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

Is CALDWELL INSURANCE AGENCY INC. 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

$100,000 — FY2021

Gross approval: $100,000
SBA guaranteed: $50,000 (50%)
Status: Cancelled
Rate at approval: 5.99% f
Term: 60 mo (5 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 11/3/2020
Collateral: Required
Business type: Corporation
Business age: New Business or 2 years or less
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: U.S. Bank, National Association
Address: 32186 CASTLE CT # 230
City: Evergreen, 80439
County: Jefferson
SBA district office: COLORADO DISTRICT OFFICE
Congressional district: 2

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 insurance agencies and brokerages — by location, industry.

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

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.

Krenzien & Associates LLC

Denver, CO· ~15 mi

Insurance Agencies and Brokerages

$105K
SBA financing: ≈ $205K–$342K
Est. revenue (rough)

CENTENNIAL INSURANCE GROUP, INC.

Littleton, CO· ~17 mi

Insurance Agencies and Brokerages

$132K
SBA financing: ≈ $259K–$432K
Est. revenue (rough)

KCraft Insurance Agency

Evergreen, CO· ~8 mi

Insurance Agencies and Brokerages

$235K
SBA financing: ≈ $461K–$768K
Est. revenue (rough)

REILLY CHUNN INSURANCE AGENCY INC

Arvada, CO· ~17 mi

Insurance Agencies and Brokerages

$100K
SBA financing: ≈ $196K–$327K
Est. revenue (rough)

Protege Insurance Group LLC

Denver, CO· ~21 mi

Insurance Agencies and Brokerages

$74K
SBA financing: ≈ $145K–$241K
Est. revenue (rough)

Bruce Aaron Insurance Agency, Inc.

Denver, CO· ~15 mi

Insurance Agencies and Brokerages

$71K
SBA financing: ≈ $139K–$232K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for CALDWELL INSURANCE AGENCY INC. in Evergreen, CO (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 $100K
On record FY2021
Industry: Insurance Agencies and Brokerages
Location: Evergreen, CO
Lender: U.S. Bank, National Association

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Insurance Agencies and Brokerages businesses in CO for ~$100k 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 2026-06-17.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/caldwell-insurance-agency-inc-co
API:: https://dealroom.so/api/public/businesses/caldwell-insurance-agency-inc-co
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 CALDWELL INSURANCE AGENCY INC. 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 CALDWELL INSURANCE AGENCY INC..