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Forster Wealth Mgmt LLC — SBA Loan Record (Overland Park, KS) | DealRoom

Intelligence/Portfolio Management and Investment Advice/KS

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SBA lending record

Forster Wealth Mgmt LLC

12413 W 162Nd St, Overland Park, KS 66221 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$150K

Total SBA financing

1

Loan on record

FY2024

On record

1

Jobs supported

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

Is Forster Wealth Mgmt LLC 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

$150,000 — FY2024

Gross approval: $150,000
SBA guaranteed: $127,500 (85%)
Status: Current
Rate at approval: 9.5% v
Term: 84 mo (7 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 5/29/2024
First disbursement: 8/1/2024
Days to fund: 64 days
Collateral: None
Jobs supported: 1
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: First State Bank Nebraska
Address: 12413 W 162Nd St
City: Overland Park, 66221
County: Johnson
SBA district office: KANSAS CITY DISTRICT OFFICE
Congressional district: 3

The lender

First State Bank Nebraska

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

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.

Summit Investment Advisors, Inc.

Leawood, KS· ~8 mi

Portfolio Management and Investment Advice

$215K
SBA financing: ≈ $422K–$703K
Est. revenue (rough)

Juno Moneta, LLC

Leawood, KS· ~6 mi

Portfolio Management and Investment Advice

$342K
SBA financing: ≈ $671K–$1.1M
Est. revenue (rough)

Josh Banwart

Lees Summit, MO· ~21 mi

Portfolio Management and Investment Advice

$125K
SBA financing: ≈ $245K–$408K
Est. revenue (rough)

BR Holding Company, LLC

Leawood, KS· ~9 mi

Portfolio Management and Investment Advice

$315K
SBA financing: ≈ $618K–$1.0M
Est. revenue (rough)

FOCUSED ASSET MANAGEMENT LLC

Raytown, MO· ~21 mi

Portfolio Management and Investment Advice

$150K
SBA financing: ≈ $294K–$490K
Est. revenue (rough)

MOKAN Wealth Management Inc

Overland Park, KS· ~4 mi

Portfolio Management and Investment Advice

$500K
SBA financing: ≈ $980K–$1.6M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Forster Wealth Mgmt LLC in Overland Park, KS (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 $150K
On record FY2024
1 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Overland Park, KS
Lender: First State Bank Nebraska

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 KS for ~$150k 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/forster-wealth-mgmt-llc-ks
API:: https://dealroom.so/api/public/businesses/forster-wealth-mgmt-llc-ks
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 Forster Wealth Mgmt LLC 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 Forster Wealth Mgmt LLC.