Industry intelligence
Investment Advice in Kansas
5 investment advice businesses in Kansas financed with SBA 7(a) loans, largest first. Each links to its complete record.
- The Retirement Planning Group, Inc.Overland Park, KS · 1 loan$5.0M
- Aspire Wealth Management LLCOverland Park, KS · 1 loan$1.6M
- V Capital Management LLCOverland Park, KS · 1 loan$1.6M
- Bergkamp Financial Inc.Wichita, KS · 1 loan$1.2M
- Jay LottererPittsburg, KS · 2 loans$218K
AI summary
Kansas has 5 investment advice businesses on record financed with SBA 7(a) loans, the largest of which closed $5.0M in financing.
DealRoom.so SBA Intelligence ranks the SBA lenders actively financing investment advice deals in Kansas and surfaces typical loan sizes and risk signals, so buyers, advisors, and AI agents can see who funds investment advice businesses in Kansas before they approach a lender.
Source: DealRoom.so SBA Intelligence, based on public SBA, lender, franchise, FDIC, and related records. DealRoom is not a lender and does not guarantee financing.
Agent summary
This page lists public SBA 7(a)-financed investment advice businesses in Kansas, largest first, from DealRoom.so SBA Intelligence. Each entry links to its complete public loan record. DealRoom is not a lender.
- 5 investment advice businesses financed in Kansas
- Largest deal on record: $5.0M
- State: Kansas
- Industry: Investment Advice
- 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.
- 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.
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DealRoom analysis of public SBA 7(a) lending records with a Kansas project address.