SBA lending record
617 Overlook Drive, Buffalo, MN 55313 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$1.7M
Total SBA financing
1
Loan on record
FY2026
On record
1
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is Gerbi Financial Group 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.
The banks most active funding portfolio management and investment advice — by location, industry.
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.
Matthew Johnson Bouts
Plymouth, MN· ~25 mi
Ameriprise Financial
Erik Rosvold
Hopkins, MN· ~29 mi
Ameriprise Financial
RUTAR FINANCIAL SERVICES LTD
Maple Grove, MN· ~24 mi
Portfolio Management and Investment Advice
Kenneth J Basten LLC
Minnetrista, MN· ~24 mi
Portfolio Management and Investment Advice
Keep Safe Investment LLC
Edina, MN· ~35 mi
Portfolio Management and Investment Advice
Finance & Affirmations LLC
Crystal, MN· ~29 mi
Portfolio Management and Investment Advice
This page summarizes the public SBA 7(a) lending record for Gerbi Financial Group LLC in Buffalo, MN (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.
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 MN for ~$1.7M deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.
Is Gerbi Financial Group 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 Gerbi Financial Group LLC.