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How to finance a Ameriprise Financial in Wisconsin
The SBA 7(a) lenders funding the most Ameriprise Financial deals in Wisconsin, 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 Wisconsin
Ranked by funded Ameriprise Financial loans in Wisconsin. Tap a lender for its full record, or hit Get in touch for an introduction.
No directory lender has enough Ameriprise Financial loans in Wisconsin to rank yet. See Ameriprise Financial lenders nationwide →
3+ funded Ameriprise Financial in Wisconsin 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.
- Jared J Kleinbrook in Middleton, WI — $788K (2022) · purchase · Citizens Community Federal National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 5.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $591K (75%)
- Approval → funding
- 5 days
- Approved
- 3/31/2022
- First disbursed
- 4/5/2022
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Secondary market
- Loan sold to investors
- Jobs supported
- 1
- Business age
- Change of Ownership
- Industry
- Securities and Commodity Exchanges
If you were the buyer here
- Est. deal size
- $876K
- Est. down payment (10%)
- $88K
- Est. cash at closing
- $120K
- Monthly payment
- $8,654
- Annual debt service
- $104K
- Cash flow needed (1.25×)
- $130K
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 Citizens Community Federal National Association
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- Jonathan H. Schomberg in Elm Grove, WI — $581K (2021) · purchase · Citizens Community Federal National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 4.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $523K (90%)
- Approval → funding
- 2 days
- Approved
- 4/19/2021
- First disbursed
- 4/21/2021
- Loan status
- Paid in full (4/30/2022)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Secondary market
- Loan sold to investors
- Jobs supported
- 4
- Business age
- Change of Ownership
- Industry
- Portfolio Management
If you were the buyer here
- Est. deal size
- $646K
- Est. down payment (10%)
- $65K
- Est. cash at closing
- $86K
- Monthly payment
- $6,092
- Annual debt service
- $73K
- Cash flow needed (1.25×)
- $91K
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 Citizens Community Federal National Association
Your business? Claim this record · Request removal
- Lochner Consulting in Madison, WI — $1.1M (2020) · purchase · Citizens Community Federal National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 5.5% variable
- Term
- 119 months
- SBA guaranteed
- $836K (75%)
- Approval → funding
- 34 days
- Approved
- 4/27/2020
- First disbursed
- 5/31/2020
- Loan status
- Paid in full (6/30/2022)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Secondary market
- Loan sold to investors
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Miscellaneous Financial Investment Activities
If you were the buyer here
- Est. deal size
- $1.2M
- Est. down payment (10%)
- $124K
- Est. cash at closing
- $170K
- Monthly payment
- $12,177
- Annual debt service
- $146K
- Cash flow needed (1.25×)
- $183K
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 Citizens Community Federal National Association
Your business? Claim this record · Request removal
Buying a Ameriprise Financial in Wisconsin? 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.
Free · No documents · Usually same-day
DealRoom analysis of public SBA 7(a) lending records; ranked by funded Ameriprise Financial loans with a Wisconsin project address. Mega-bank call-center lenders excluded.
Agent summary
How to finance a Ameriprise Financial purchase in Wisconsin with an SBA 7(a) loan: the lenders that fund the brand here (from public records), with the real funded Wisconsin deals. DealRoom is not a lender.
- $615K typical Ameriprise Financial loan
- 1 lenders active in Wisconsin
- 3+ funded Wisconsin deals
- 5 days typical to fund
Buyers buying a Ameriprise Financial in Wisconsin 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: