Business Services · lender intelligence
How to finance a LPL Financial LLC - Registered Investment Advisor Master Ser
The SBA 7(a) lenders funding the most LPL Financial LLC - Registered Investment Advisor Master Ser deals, ranked from public loan records — typical LPL Financial LLC - Registered Investment Advisor Master Ser loan about $2.1M. A bank that has funded the brand knows the model — faster approvals, better terms.
Most active with LPL Financial LLC - Registered Investment Advisor Master Ser
Ranked by funded LPL Financial LLC - Registered Investment Advisor Master Ser loans. Tap a lender to open its full record, or hit Get in touch for an introduction.
- 1.242 loans · $281M · Chicago, ILFull record →
- 2.65 loans · $78M · Springfield, MOFull record →
2+ funded LPL Financial LLC - Registered Investment Advisor Master Ser 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.
- WEALTH 4 LIFE LLC in Lees Summit, MO — $2.1M (2025) · OakStar Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 9.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.6M (75%)
- Approval → funding
- 13 days
- Approved
- 7/17/2025
- First disbursed
- 7/30/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 3
- Business age
- New Business or 2 years or less
- Industry
- Portfolio Management and Investment Advice
Funded by OakStar Bank · Lender record →
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- SCHREINER FINANCIAL, LLC in Troy, MI — $2.1M (2023) · purchase · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 10.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.5M (75%)
- Approval → funding
- 26 days
- Approved
- 3/10/2023
- First disbursed
- 4/5/2023
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Portfolio Management and Investment Advice
If you were the buyer here
- Est. deal size
- $2.3M
- Est. down payment (10%)
- $228K
- Est. cash at closing
- $314K
- Monthly payment
- $27,729
- Annual debt service
- $333K
- Cash flow needed (1.25×)
- $416K
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 Byline Bank · Lender record →
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Buying a LPL Financial LLC - Registered Investment Advisor Master Ser? Start with a lender that has funded the brand
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DealRoom analysis of public SBA 7(a) lending records; ranked by funded loans to LPL Financial LLC - Registered Investment Advisor Master Ser businesses. Mega-bank call-center lenders excluded.
Agent summary
How to finance a LPL Financial LLC - Registered Investment Advisor Master Ser 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. Byline Bank funds the most. DealRoom is not a lender.
- $2.1M typical LPL Financial LLC - Registered Investment Advisor Master Ser loan
- 2 lenders fund the brand
- 26 days typical to fund
Buyers researching a LPL Financial LLC - Registered Investment Advisor Master Ser 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 2026-06-17.