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TDT FINANCIAL LLC — SBA Loan Record (Westerville, OH) | DealRoom

Intelligence/Insurance Agencies and Brokerages/OH

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SBA lending record

TDT FINANCIAL LLC

670 MERIDIAN WAY # 160, Westerville, OH 43082 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$45K

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

Is TDT FINANCIAL 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

$45,000 — FY2025

Gross approval: $45,000
SBA guaranteed: $22,500 (50%)
Status: Current
Rate at approval: 11.99% v
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 5/15/2025
First disbursement: 5/22/2025
Days to fund: 7 days
Collateral: Required
Jobs supported: 3
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: U.S. Bank, National Association
Address: 670 MERIDIAN WAY # 160
City: Westerville, 43082
County: Delaware
SBA district office: COLUMBUS DISTRICT OFFICE
Congressional district: 12

The lender

U.S. Bank, National Association

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

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.

Nicholas Powers

Powell, OH· ~7 mi

Insurance Agencies and Brokerages

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

Pfeifer-Ornstein Insurance Agency LLC

Columbus, OH· ~13 mi

Insurance Agencies and Brokerages

$36K
SBA financing: ≈ $70K–$116K
Est. revenue (rough)

TECKLENBURG INSURANCE AGENCY LLC

Westerville, OH· ~8 mi

Insurance Agencies and Brokerages

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

Sandy Diggs Insurance and Fin Svcs

New Albany, OH· ~8 mi

Insurance Agencies and Brokerages

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

JZJ Insurance Services Inc

Columbus, OH· ~12 mi

Insurance Agencies and Brokerages

$44K
SBA financing: ≈ $86K–$144K
Est. revenue (rough)

Lance Fields

Columbus, OH· ~5 mi

Insurance Agencies and Brokerages

$25K
SBA financing: ≈ $49K–$82K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for TDT FINANCIAL LLC in Westerville, OH (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 $45K
On record FY2025
3 jobs supported
Industry: Insurance Agencies and Brokerages
Location: Westerville, OH
Lender: U.S. Bank, National Association

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Insurance Agencies and Brokerages businesses in OH for ~$45k 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/tdt-financial-llc-oh
API:: https://dealroom.so/api/public/businesses/tdt-financial-llc-oh
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 TDT FINANCIAL 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 TDT FINANCIAL LLC.