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JAMES BOLTE — SBA Loan Record (Overland Park, KS) | DealRoom

Intelligence/Insurance Agencies and Brokerages/KS

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SBA lending record

JAMES BOLTE

7111 98TH TER W # 120, Overland Park, KS 66212 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$48K

Total SBA financing

1

Loan on record

FY2021

On record

7

Jobs supported

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

Is JAMES BOLTE 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

$48,100 — FY2021

Gross approval: $48,100
SBA guaranteed: $36,075 (75%)
Status: Paid in full
Rate at approval: 6.75% v
Term: 84 mo (7 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 8/11/2021
First disbursement: 8/17/2021
Days to fund: 6 days
Paid in full: 6/30/2023
Collateral: Required
Jobs supported: 7
Business type: Individual
Business age: New Business or 2 years or less
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: U.S. Bank, National Association
Address: 7111 98TH TER W # 120
City: Overland Park, 66212
County: Johnson
SBA district office: KANSAS CITY 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 insurance agencies and brokerages — by location, industry.

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

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.

The Tiffany Agency Inc

Kansas City, MO· ~3 mi

Insurance Agencies and Brokerages

$50K
SBA financing: ≈ $98K–$163K
Est. revenue (rough)

Bret Farrar Ins Agency, Inc

Lees Summit, MO· ~17 mi

Insurance Agencies and Brokerages

$50K
SBA financing: ≈ $98K–$163K
Est. revenue (rough)

Wingerd Agency LLC

Overland Park, KS· ~4 mi

Insurance Agencies and Brokerages

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

Miyagi-Do LLC

Overland Park, MO· ~9 mi

Insurance Agencies and Brokerages

$85K
SBA financing: ≈ $167K–$278K
Est. revenue (rough)

L.R. TAYLOR AGENCY, LLC

Independence, MO· ~21 mi

Insurance Agencies and Brokerages

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

Association Insurance Services, Inc.

Olathe, KS· ~8 mi

Insurance Agencies and Brokerages

$102K
SBA financing: ≈ $200K–$333K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for JAMES BOLTE in Overland Park, KS (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 $48K
On record FY2021
7 jobs supported
Industry: Insurance Agencies and Brokerages
Location: Overland Park, KS
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 KS for ~$48k 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/james-bolte-ks
API:: https://dealroom.so/api/public/businesses/james-bolte-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 JAMES BOLTE 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 JAMES BOLTE.