SBA lending record
MOKAN Wealth Management Inc
14221 Metcalf Ave, Ste 150, Overland Park, KS 66223 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$500K
Total SBA financing
1
Loan on record
FY2025
On record
3
Jobs supported
● business — business location is the ZIP-area centroid from the public record
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The loan
$500,000 — FY2025
- Gross approval
- $500,000
- SBA guaranteed
- $250,000 (50%)
- Status
- Current
- Rate at approval
- 9% v
- Term
- 120 mo (10 yr)
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 6/20/2025
- First disbursement
- 7/16/2025
- Days to fund
- 26 days
- Collateral
- Required
- Jobs supported
- 3
The lender
CommunityAmerica Federal Credit Union
1 loan to this businessFull SBA lending record + branches on the lender page →Agent summary
This page summarizes the public SBA 7(a) lending record for MOKAN Wealth Management Inc in Overland Park, KS (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 $500K
- On record FY2025
- 3 jobs supported
- Industry: Portfolio Management and Investment Advice
- Location: Overland Park, KS
- Lender: CommunityAmerica Federal Credit Union
Is MOKAN Wealth Management Inc 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 MOKAN Wealth Management Inc.