SBA lending record
Stansell Wealth Planning, LLC
5550 Granite Pkwy, Plano, TX 75024 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$906K
Total SBA financing
2
Loans on record
FY2025
On record
4
Jobs supported
● business — business location is the ZIP-area centroid from the public record
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All 2 loans
$30,000 — FY2025
Loan 1 of 2- Gross approval
- $30,000
- SBA guaranteed
- $15,000 (50%)
- Status
- Current
- Rate at approval
- 10% v
- Term
- 120 mo (10 yr)
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 11/7/2024
- First disbursement
- 4/7/2025
- Days to fund
- 151 days
- Collateral
- Required
- Jobs supported
- 2
The lender
American National Bank
2 loans to this businessAgent summary
This page summarizes the public SBA 7(a) lending record for Stansell Wealth Planning, LLC in Plano, TX (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.
- 2 SBA 7(a) loans totaling $906K
- On record FY2025
- 4 jobs supported
- Industry: Portfolio Management and Investment Advice
- Location: Plano, TX
- Lender: American National Bank
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-15.
- Sources:
- Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
- Methodology:
- Sources & methodology
Is Stansell Wealth Planning, 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 Stansell Wealth Planning, LLC.