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LIGHTHART INSURANCE — SBA Loan Record (West Bend, WI) | DealRoom

Intelligence/Insurance Agencies and Brokerages/WI

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SBA lending record

LIGHTHART INSURANCE

714 S 2ND AVE, West Bend, WI 53095 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$52K

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 LIGHTHART INSURANCE 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

$51,800 — FY2024

Gross approval: $51,800
SBA guaranteed: $25,900 (50%)
Status: Current
Rate at approval: 14.5% f
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 10/25/2023
First disbursement: 10/26/2023
Days to fund: 1 days
Collateral: None
Jobs supported: 1
Business type: Corporation
Business age: New Business or 2 years or less
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: Colony Bank
Address: 714 S 2ND AVE
City: West Bend, 53095
County: Washington
SBA district office: WISCONSIN DISTRICT OFFICE
Congressional district: 5

The lender

Colony Bank

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.

LIEBELT INSURANCE & ADVISORS

Mequon, WI· ~19 mi

Insurance Agencies and Brokerages

$75K
SBA financing: ≈ $147K–$245K
Est. revenue (rough)

B DANDY FINANCIALS LLC

Milwaukee, WI· ~27 mi

Insurance Agencies and Brokerages

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

Wisdom Insurance Agency Inc.

Pewaukee, WI· ~26 mi

Insurance Agencies and Brokerages

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

Edwards Group, CPAs, S.C.

Burlington, WI· ~51 mi

Insurance Agencies and Brokerages

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

Redwood Financial Strategies LLC

Hartland, WI· ~23 mi

Insurance Agencies and Brokerages

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

Petra Kinnerk Agency

Mchenry, IL· ~75 mi

Insurance Agencies and Brokerages

$59K
SBA financing: ≈ $116K–$194K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for LIGHTHART INSURANCE in West Bend, 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 $52K
On record FY2024
1 jobs supported
Industry: Insurance Agencies and Brokerages
Location: West Bend, WI
Lender: Colony Bank

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 ~$52k 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/lighthart-insurance-wi
API:: https://dealroom.so/api/public/businesses/lighthart-insurance-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 LIGHTHART INSURANCE 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 LIGHTHART INSURANCE.