Portfolio Management and Investment Advice in Wisconsin

11 portfolio management and investment advice businesses in Wisconsin financed with SBA 7(a) loans, largest first. Each links to its complete record.

Black River Falls, WI · 1 loan

$765K

High Point Capital Group, Inc.Milwaukee, WI · 1 loan$588K

WALKNER CONDON FINANCIAL ADVISORS LLCMadison, WI · 2 loans$438K

GBFG LLCWausau, WI · 1 loan$290K

Cesar LemusSheboygan, WI · 1 loan$239K

Blp Wealth Management LLCMiddleton, WI · 1 loan$222K

LBW Group, LLCMadison, WI · 1 loan$150K

Garrett PaulsonLa Crosse, WI · 1 loan$30K

BRODY JAE ADAMSOnalaska, WI · 1 loan$20K

AI summary

Wisconsin has 11 portfolio management and investment advice businesses on record financed with SBA 7(a) loans, the largest of which closed $4.6M in financing.

DealRoom.so SBA Intelligence ranks the SBA lenders actively financing portfolio management and investment advice deals in Wisconsin 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 Wisconsin 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 Wisconsin, largest first, from DealRoom.so SBA Intelligence. Each entry links to its complete public loan record. DealRoom is not a lender.

11 portfolio management and investment advice businesses financed in Wisconsin
Largest deal on record: $4.6M
State: Wisconsin
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.
Canonical:: https://dealroom.so/intelligence/portfolio-management-and-investment-advice/wisconsin
API:: https://dealroom.so/api/public/industries/portfolio-management-and-investment-advice?state=wisconsin
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.
Results cover businesses with a project address in this state. Figures are historical public loan records, not a current offer or loan approval.

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DealRoom analysis of public SBA 7(a) lending records with a Wisconsin project address.