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Ozment Agency — SBA Loan Record (Tulsa, OK) | DealRoom

Intelligence/Insurance Agencies and Brokerages/OK

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SBA lending record

Ozment Agency

5540 S 79TH EAST PL, Tulsa, OK 74145 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$208K

Total SBA financing

1

Loan on record

FY2024

On record

3

Jobs supported

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

Is Ozment Agency 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

$208,200 — FY2024

Gross approval: $208,200
SBA guaranteed: $156,150 (75%)
Status: Current
Rate at approval: 9.5% v
Term: 180 mo (15 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 5/10/2024
First disbursement: 6/10/2024
Days to fund: 31 days
Collateral: Required
Jobs supported: 3
Business type: Corporation
Business age: New Business or 2 years or less
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: BancFirst
Address: 5540 S 79TH EAST PL
City: Tulsa, 74145
County: Tulsa
SBA district office: OKLAHOMA DISTRICT OFFICE
Congressional district: 1

The lender

BancFirst

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

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.

Daniel Doan Agency LLC

Tulsa, OK· ~2 mi

Insurance Agencies and Brokerages

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

ADRIANA MORENO INSURANCE AGENCY LLC

Tulsa, OK· ~3 mi

Insurance Agencies and Brokerages

$263K
SBA financing: ≈ $516K–$859K
Est. revenue (rough)

Dustin Wyzard Insurance Agency Inc

Tulsa, OK· ~5 mi

Insurance Agencies and Brokerages

$250K
SBA financing: ≈ $490K–$817K
Est. revenue (rough)

Diamond Agency, LLC

Tulsa, OK· ~5 mi

Insurance Agencies and Brokerages

$165K
SBA financing: ≈ $324K–$539K
Est. revenue (rough)

Melissa Dawn Agency LLC

Tulsa, OK· ~5 mi

Insurance Agencies and Brokerages

$188K
SBA financing: ≈ $369K–$614K
Est. revenue (rough)

Farquhar Financial Group

Tulsa, OK· ~3 mi

Insurance Agencies and Brokerages

$155K
SBA financing: ≈ $304K–$507K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Ozment Agency in Tulsa, OK (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 $208K
On record FY2024
3 jobs supported
Industry: Insurance Agencies and Brokerages
Location: Tulsa, OK
Lender: BancFirst

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Insurance Agencies and Brokerages businesses in OK for ~$208k 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 2026-06-17.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/ozment-agency-ok
API:: https://dealroom.so/api/public/businesses/ozment-agency-ok
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 Ozment Agency 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 Ozment Agency.