SBA lending record

AMTA, LLC

2701 Grainger Parkway, Lincoln, NE 68516 · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$213K

Total SBA financing

Loans on record

FY2020

On record

—

Jobs supported

Franchise brand

Ameriprise Financial

See Ameriprise Financial's SBA financing data — typical deal, failure rate, and how its loans perform →

● business — business location is the ZIP-area centroid from the public record

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All 2 loans

$106,500 — FY2020

Loan 1 of 2

Gross approval: $106,500
SBA guaranteed: $90,525 (85%)
Status: Paid in full
Rate at approval: 7.25% v
Term: 60 mo (5 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 12/4/2019
First disbursement: 12/27/2019
Days to fund: 23 days
Paid in full: 9/30/2020
Collateral: Required
Business type: Corporation
Business age: Unanswered
Industry: Investment Advice
NAICS code: 523930
Franchise: Ameriprise Financial
Franchise code: S0113
Lender: First State Bank Nebraska
Address: 2701 Grainger Parkway
City: Lincoln, 68516
County: Lancaster
SBA district office: NEBRASKA DISTRICT OFFICE
Congressional district: 1

$106,500 — FY2020

Loan 2 of 2

Gross approval: $106,500
SBA guaranteed: $90,525 (85%)
Status: Cancelled
Rate at approval: 7.25% v
Term: 60 mo (5 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 12/11/2019
Collateral: Required
Business type: Corporation
Business age: Unanswered
Industry: Investment Advice
NAICS code: 523930
Franchise: Ameriprise Financial
Franchise code: S0113
Lender: First State Bank Nebraska
Address: 2701 Grainger Parkway
City: Lincoln, 68516
County: Lancaster
SBA district office: NEBRASKA DISTRICT OFFICE
Congressional district: 1

The lender

First State Bank Nebraska

2 loans to this businessFull SBA lending record + branches on the lender page →

Find SBA lenders for businesses like this

The banks most active funding investment advice — by location, industry, and brand.

SBA lenders in Nebraska Lenders for investment advice Investment Advice lenders in Nebraska Ameriprise Financial lenders Ameriprise Financial lenders in Nebraska

Other Ameriprise Financial locations

Other Ameriprise Financial businesses in the public SBA record — closest first, by location and deal size.

Jay Lotterer

Pittsburg, KS· ~251 mi

Ameriprise Financial

$218K
SBA financing: ≈ $427K–$712K
Est. revenue (rough)

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Nate Thomas Colbert

Sioux City, IA· ~121 mi

Ameriprise Financial

$450K
SBA financing: ≈ $882K–$1.5M
Est. revenue (rough)

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KB Hunter Holdings LLC

Fort Smith, AR· ~390 mi

Ameriprise Financial

$185K
SBA financing: ≈ $363K–$605K
Est. revenue (rough)

View record

Jay A. Theis

Sheldon, IA· ~175 mi

Ameriprise Financial

$245K
SBA financing: ≈ $480K–$801K
Est. revenue (rough)

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Olimal Company L.L.C.

Shreveport, LA· ~595 mi

Ameriprise Financial

$200K
SBA financing: ≈ $392K–$654K
Est. revenue (rough)

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RS HANLEY, INC.

Mobile, AL· ~843 mi

Ameriprise Financial

$250K
SBA financing: ≈ $490K–$817K
Est. revenue (rough)

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Similar businesses

Comparable investment advice in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

Steinkuhler Financial Group

Lincoln, NE· ~4 mi

Investment Advice

$161K
SBA financing: ≈ $315K–$525K
Est. revenue (rough)

View record

M4 Enterprises LLC

Nebraska City, NE· ~43 mi

Investment Advice

$152K
SBA financing: ≈ $298K–$497K
Est. revenue (rough)

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Robert P Sayer

West Des Moines, IA· ~163 mi

Investment Advice

$151K
SBA financing: ≈ $295K–$492K
Est. revenue (rough)

View record

Jason Wilderson

Indianapolis, IN· ~557 mi

Investment Advice

$185K
SBA financing: ≈ $363K–$605K
Est. revenue (rough)

View record

Patterson Financial Group LLC

Washington, DC· ~1045 mi

Investment Advice

$250K
SBA financing: ≈ $490K–$817K
Est. revenue (rough)

View record

Opel Private Wealth LLC

Edwardsville, IL· ~380 mi

Investment Advice

$232K
SBA financing: ≈ $455K–$758K
Est. revenue (rough)

View record

Agent summary

This page summarizes the public SBA 7(a) lending record for AMTA, LLC in Lincoln, NE (Investment Advice). CapBench compiles public SBA loan data, lender activity, and business signals to help buyers and advisors evaluate acquisition financing — it does not list this business for sale.

2 SBA 7(a) loans totaling $213K
On record FY2020
Industry: Investment Advice
Location: Lincoln, NE
Lender: First State Bank Nebraska

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Investment Advice businesses in NE for ~$107k deals, then pre-qualify for 7(a) financing before making an offer. CapBench can arrange a lender introduction — free for buyers.

Next steps

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Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-17.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
Canonical:: https://www.capbench.com/businesses/amta-llc-ne
API:: https://www.capbench.com/api/public/businesses/amta-llc-ne
Methodology:: Sources & methodology

Informational only — CapBench does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
Figures come from public records and CapBench methodology; verify before relying on them.
Financing figures are historical loan records, not a current offer or a loan approval. CapBench is not a lender.

Is AMTA, LLC your business?

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CapBench listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with AMTA, LLC.