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How to finance a Ameriprise Financial in California
The SBA 7(a) lenders funding the most Ameriprise Financial deals in California, from public loan records — typical Ameriprise Financial loan about $615K. A bank already funding the brand in your state knows it twice over.
Most active with Ameriprise Financial in California
Ranked by funded Ameriprise Financial loans in California. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.242 loans · $281M · Chicago, ILFull record →
- 2.1,296 loans · $1.4B · Wilmington, NCFull record →
- 3.128 loans · $40M · Wilmington, DEFull record →
- 4.138 loans · $276M · Sioux Falls, SDFull record →
11+ funded Ameriprise Financial in California deals
Real SBA 7(a) acquisitions from public records — see who got funded, for how much, and by which lender. Tap any deal for the full record.
- PANDELIS P CHRYSSOSTOMIDES INC in San Diego, CA — $1.0M (2021) · PNC Bank, National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 3.89% variable
- Term
- 300 mo (25 yrs)
- SBA guaranteed
- $776K (75%)
- Approval → funding
- 11 days
- Approved
- 11/19/2020
- First disbursed
- 11/30/2020
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 1
- Business age
- Existing or more than 2 years old
- Industry
- Securities Brokerage
Funded by PNC Bank, National Association · Lender record →
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- ANTONIO BECCARI in Bakersfield, CA — $650K (2021) · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $585K (90%)
- Approval → funding
- 3 days
- Approved
- 3/15/2021
- First disbursed
- 3/18/2021
- Loan status
- Paid in full (5/31/2023)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Secondary market
- Loan sold to investors
- Jobs supported
- 3
- Business age
- Existing or more than 2 years old
- Industry
- Investment Advice
Funded by Byline Bank · Lender record →
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- CrimsonCardinal LLC in Woodland Hills, CA — $5.0M (2020) · Live Oak Banking Company
- Program
- 7a General
- Rate at approval
- 5.75% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $3.8M (75%)
- Approval → funding
- 80 days
- Approved
- 9/29/2020
- First disbursed
- 12/18/2020
- Loan status
- Paid in full (5/31/2022)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 14
- Business age
- Existing or more than 2 years old
- Industry
- Investment Banking and Securities Dealing
Funded by Live Oak Banking Company · Lender record →
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- Steven Minkoff in San Francisco, CA — $4.8M (2020) · Byline Bank
- Program
- 7a General
- Rate at approval
- 5.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $2.4M (49%)
- Approval → funding
- 20 days
- Approved
- 9/10/2020
- First disbursed
- 9/30/2020
- Loan status
- Paid in full (3/31/2022)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Secondary market
- Loan sold to investors
- Jobs supported
- 14
- Business age
- Existing or more than 2 years old
- Industry
- Investment Advice
Funded by Byline Bank · Lender record →
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- PHUONG N QUACH SP in Santa Clara, CA — $1.5M (2020) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5.75% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.1M (75%)
- Approval → funding
- 8 days
- Approved
- 8/18/2020
- First disbursed
- 8/26/2020
- Loan status
- Paid in full (1/31/2026)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Jobs supported
- 4
- Business age
- Change of Ownership
- Industry
- Investment Advice
If you were the buyer here
- Est. deal size
- $1.7M
- Est. down payment (10%)
- $168K
- Est. cash at closing
- $230K
- Monthly payment
- $16,575
- Annual debt service
- $199K
- Cash flow needed (1.25×)
- $249K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Live Oak Banking Company · Lender record →
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- Michael Russo & Russo & Associates, Inc. in Aliso Viejo, CA — $875K (2020) · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $656K (75%)
- Approved
- 4/24/2020
- Loan status
- Cancelled
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 3
- Business age
- Existing or more than 2 years old
- Industry
- Investment Advice
Funded by Byline Bank · Lender record →
Your business? Claim this record · Request removal
- RUSSO & ASSOCIATES, INC. in Aliso Viejo, CA — $875K (2020) · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 5.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $656K (75%)
- Approval → funding
- 15 days
- Approved
- 8/19/2020
- First disbursed
- 9/3/2020
- Loan status
- Paid in full (1/31/2023)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Secondary market
- Loan sold to investors
- Jobs supported
- 3
- Business age
- Existing or more than 2 years old
- Industry
- Investment Advice
Funded by Byline Bank · Lender record →
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- Leong Properties LLC in Roseville, CA — $525K (2020) · Wells Fargo Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 4.65% fixed
- Term
- 300 mo (25 yrs)
- SBA guaranteed
- $394K (75%)
- Approval → funding
- 61 days
- Approved
- 1/30/2020
- First disbursed
- 3/31/2020
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 1
- Business age
- Existing or more than 2 years old
- Industry
- Investment Advice
Funded by Wells Fargo Bank National Association · Lender record →
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- Rydeca Inc in El Segundo, CA — $250K (2020) · Pathward National Association
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 7% variable
- Term
- 84 mo (7 yrs)
- SBA guaranteed
- $125K (50%)
- Approval → funding
- 13 days
- Approved
- 3/18/2020
- First disbursed
- 3/31/2020
- Loan status
- Paid in full (1/31/2025)
- Loan type
- Revolving line
- Collateral
- Not required
- Business type
- Corporation
- Jobs supported
- 9
- Business age
- Existing or more than 2 years old
- Industry
- Portfolio Management
Funded by Pathward National Association · Lender record →
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- HB Operations LLC in Woodland Hills, CA — $225K (2020) · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 7.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $169K (75%)
- Approved
- 11/3/2019
- Loan status
- Cancelled
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 1
- Business age
- Unanswered
- Industry
- Investment Advice
Funded by Byline Bank · Lender record →
Your business? Claim this record · Request removal
- HB Operations LLC in Woodland Hills, CA — $225K (2020) · Byline Bank
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 7.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $113K (50%)
- Approval → funding
- 35 days
- Approved
- 11/26/2019
- First disbursed
- 12/31/2019
- Loan status
- Paid in full (12/31/2020)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 1
- Business age
- Existing or more than 2 years old
- Industry
- Investment Advice
Funded by Byline Bank · Lender record →
Your business? Claim this record · Request removal
Buying a Ameriprise Financial in California? Start with a lender that funds them here
We'll point you to the SBA lenders already financing this brand in your state — and help you make them compete on rate and speed.
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DealRoom analysis of public SBA 7(a) lending records; ranked by funded Ameriprise Financial loans with a California project address. Mega-bank call-center lenders excluded.
Agent summary
How to finance a Ameriprise Financial purchase in California with an SBA 7(a) loan: the lenders that fund the brand here (from public records), with the real funded California deals. Byline Bank funds the most here. DealRoom is not a lender.
- $615K typical Ameriprise Financial loan
- 5 lenders active in California
- 11+ funded California deals
- 15 days typical to fund
Buyers buying a Ameriprise Financial in California typically pre-qualify, then ask DealRoom to introduce a lender already funding the brand here — free for buyers; agents submit a consented lead via the DealRoom MCP.
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.
- Sources: