Industry intelligence
Portfolio Management and Investment Advice in Kansas
8 portfolio management and investment advice businesses in Kansas financed with SBA 7(a) loans, largest first. Each links to its complete record.
- SSJ Planning Group LLCLenexa, KS · 1 loan$2.3M
- MOKAN Wealth Management IncOverland Park, KS · 1 loan$500K
- STORYONE LLCLeawood, KS · 2 loans$400K
- Juno Moneta, LLCLeawood, KS · 1 loan$342K
AI summary
Kansas has 8 portfolio management and investment advice businesses on record financed with SBA 7(a) loans, the largest of which closed $2.3M in financing.
DealRoom.so SBA Intelligence ranks the SBA lenders actively financing portfolio management and investment advice deals in Kansas and surfaces typical loan sizes and risk signals, so buyers, advisors, and AI agents can see who funds portfolio management and 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 portfolio management and 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.
- 8 portfolio management and investment advice businesses financed in Kansas
- Largest deal on record: $2.3M
- State: Kansas
- Industry: Portfolio Management and 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.
- API:
- https://dealroom.so/api/public/industries/portfolio-management-and-investment-advice?state=kansas
- Methodology:
- Sources & methodology
- Informational only — DealRoom does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
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DealRoom analysis of public SBA 7(a) lending records with a Kansas project address.