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LUCERO ENTERPRISES LLC — SBA Loan Record (Springfield, MO) | DealRoom

Intelligence/Portfolio Management and Investment Advice/MO

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SBA lending record

LUCERO ENTERPRISES LLC

1531 E BRADFORD PKWY STE 301, Springfield, MO 65804 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$125K

Total SBA financing

1

Loan on record

FY2025

On record

1

Jobs supported

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

Is LUCERO ENTERPRISES 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

$125,000 — FY2025

Gross approval: $125,000
SBA guaranteed: $106,250 (85%)
Status: Current
Rate at approval: 10% v
Term: 300 mo (25 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 12/3/2024
First disbursement: 12/31/2024
Days to fund: 28 days
Collateral: Required
Sold on secondary market: Yes
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: OakStar Bank
Address: 1531 E BRADFORD PKWY STE 301
City: Springfield, 65804
County: Greene
SBA district office: SPRINGFIELD BRANCH OFFICE
Congressional district: 7

The lender

OakStar 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 portfolio management and investment advice — by location, industry.

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

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.

Financial Planner Near Me, LLC

Springfield, MO· ~0 mi

Portfolio Management and Investment Advice

$1.3M
SBA financing: ≈ $2.5M–$4.2M
Est. revenue (rough)

KGS417 LLC

Springfield, MO· ~3 mi

Portfolio Management and Investment Advice

$1.5M
SBA financing: ≈ $2.9M–$4.8M
Est. revenue (rough)

Benjamin Lotterer

Pittsburg, KS· ~80 mi

Portfolio Management and Investment Advice

$160K
SBA financing: ≈ $314K–$523K
Est. revenue (rough)

Josh Banwart

Lees Summit, MO· ~136 mi

Portfolio Management and Investment Advice

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

Forster Wealth Mgmt LLC

Overland Park, KS· ~141 mi

Portfolio Management and Investment Advice

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

KB Hunter Holdings LLC

Fort Smith, AR· ~138 mi

Ameriprise Financial

$185K
SBA financing: ≈ $363K–$605K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for LUCERO ENTERPRISES LLC in Springfield, MO (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 $125K
On record FY2025
1 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Springfield, MO
Lender: OakStar Bank

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 MO for ~$125k 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/lucero-enterprises-llc-mo
API:: https://dealroom.so/api/public/businesses/lucero-enterprises-llc-mo
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 LUCERO ENTERPRISES 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 LUCERO ENTERPRISES LLC.