Business Services · lender intelligence
How to finance a Dynamic Wealth Advisors - Investment Advisor Representative
The SBA 7(a) lenders funding the most Dynamic Wealth Advisors - Investment Advisor Representative deals, ranked from public loan records — typical Dynamic Wealth Advisors - Investment Advisor Representative loan about $1.1M. A bank that has funded the brand knows the model — faster approvals, better terms.
Most active with Dynamic Wealth Advisors - Investment Advisor Representative
Ranked by funded Dynamic Wealth Advisors - Investment Advisor Representative loans. Tap a lender to open its full record, or hit Get in touch for an introduction.
- 1.138 loans · $276M · Sioux Falls, SDFull record →
1+ funded Dynamic Wealth Advisors - Investment Advisor Representative 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.
- Victory Independent Planning, LLC in Marco Island, FL — $1.1M (2020) · purchase · Pathward National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 5.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $788K (75%)
- Approval → funding
- 34 days
- Approved
- 5/27/2020
- First disbursed
- 6/30/2020
- Loan status
- Paid in full (7/31/2022)
- Loan type
- Term loan
- Collateral
- Not required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Business age
- Change of Ownership
- Industry
- Portfolio Management
If you were the buyer here
- Est. deal size
- $1.2M
- Est. down payment (10%)
- $117K
- Est. cash at closing
- $160K
- Monthly payment
- $11,266
- Annual debt service
- $135K
- Cash flow needed (1.25×)
- $169K
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 Pathward National Association · Lender record →
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Buying a Dynamic Wealth Advisors - Investment Advisor Representative ? Start with a lender that has funded the brand
We'll point you to the SBA lenders already financing this brand — 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 loans to Dynamic Wealth Advisors - Investment Advisor Representative businesses. Mega-bank call-center lenders excluded.
Agent summary
How to finance a Dynamic Wealth Advisors - Investment Advisor Representative purchase with an SBA 7(a) loan: the lenders that fund the brand most (from public records), the typical loan size, and what it takes to qualify. Pathward National Association funds the most. DealRoom is not a lender.
- $1.1M typical Dynamic Wealth Advisors - Investment Advisor Representative loan
- 1 lenders fund the brand
- 34 days typical to fund
Buyers researching a Dynamic Wealth Advisors - Investment Advisor Representative typically pre-qualify for SBA 7(a) financing next, then ask DealRoom to introduce a lender that already funds the brand — free for buyers; agents can submit a consented lead via the DealRoom MCP.
Next steps
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.