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LIEBELT INSURANCE & ADVISORS — SBA Loan Record (Mequon, WI) | DealRoom

Intelligence/Insurance Agencies and Brokerages/WI

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SBA lending record

LIEBELT INSURANCE & ADVISORS

10602 PORT WASHINGTON RD N #2, Mequon, WI 53092 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$75K

Total SBA financing

1

Loan on record

FY2022

On record

2

Jobs supported

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

Is LIEBELT INSURANCE & ADVISORS 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

$75,000 — FY2022

Gross approval: $75,000
SBA guaranteed: $37,500 (50%)
Status: Current
Rate at approval: 4.99% f
Term: 60 mo (5 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 11/5/2021
First disbursement: 11/11/2021
Days to fund: 6 days
Collateral: Required
Jobs supported: 2
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: U.S. Bank, National Association
Address: 10602 PORT WASHINGTON RD N #2
City: Mequon, 53092
County: Ozaukee
SBA district office: WISCONSIN DISTRICT OFFICE
Congressional district: 6

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 Wisconsin Lenders for insurance agencies and brokerages Insurance Agencies and Brokerages lenders in Wisconsin

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.

See Insurance Agency LLC

Milwaukee, WI· ~5 mi

Berkshire Hathaway HomeServices

$187K
SBA financing: ≈ $367K–$612K
Est. revenue (rough)

B DANDY FINANCIALS LLC

Milwaukee, WI· ~10 mi

Insurance Agencies and Brokerages

$40K
SBA financing: ≈ $78K–$131K
Est. revenue (rough)

Wisdom Insurance Agency Inc.

Pewaukee, WI· ~21 mi

Insurance Agencies and Brokerages

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

LIGHTHART INSURANCE

West Bend, WI· ~19 mi

Insurance Agencies and Brokerages

$52K
SBA financing: ≈ $102K–$169K
Est. revenue (rough)

Redwood Financial Strategies LLC

Hartland, WI· ~23 mi

Insurance Agencies and Brokerages

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

RYAN KEENA AGENCY INC

Brookfield, WI· ~15 mi

Insurance Agencies and Brokerages

$158K
SBA financing: ≈ $310K–$516K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for LIEBELT INSURANCE & ADVISORS in Mequon, WI (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 $75K
On record FY2022
2 jobs supported
Industry: Insurance Agencies and Brokerages
Location: Mequon, 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 Insurance Agencies and Brokerages businesses in WI for ~$75k 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/liebelt-insurance-advisors-wi
API:: https://dealroom.so/api/public/businesses/liebelt-insurance-advisors-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 LIEBELT INSURANCE & ADVISORS 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 LIEBELT INSURANCE & ADVISORS.