SBA lending record
B DANDY FINANCIALS LLC
2505 11TH ST N, Milwaukee, WI 53206 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$40K
Total SBA financing
1
Loan on record
FY2023
On record
4
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is B DANDY FINANCIALS LLC your business?
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The loan
$40,000 — FY2023
- Gross approval
- $40,000
- SBA guaranteed
- $20,000 (50%)
- Status
- Cancelled
- Rate at approval
- 9.99% v
- Term
- 84 mo (7 yr)
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 2/1/2023
- Collateral
- Required
- Jobs supported
- 4
- Business type
- Individual
- Business age
- Existing or more than 2 years old
- Industry
- Insurance Agencies and Brokerages
- NAICS code
- 524210
- Address
- 2505 11TH ST N
- City
- Milwaukee, 53206
- County
- Milwaukee
- SBA district office
- WISCONSIN DISTRICT OFFICE
- Congressional district
- 4
The lender
U.S. Bank, National Association
1 loan to this businessFull SBA lending record + branches on the lender page →Find SBA lenders for businesses like this
The banks most active funding insurance agencies and brokerages — by location, industry.
Similar businesses
Comparable insurance agencies and brokerages in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.
RECTIFY SERVICES LLC
Milwaukee, WI· ~10 mi
Insurance Agencies and Brokerages
- $26K
- SBA financing
- ≈ $51K–$85K
- Est. revenue (rough)
LIEBELT INSURANCE & ADVISORS
Mequon, WI· ~10 mi
Insurance Agencies and Brokerages
- $75K
- SBA financing
- ≈ $147K–$245K
- Est. revenue (rough)
LIGHTHART INSURANCE
West Bend, WI· ~27 mi
Insurance Agencies and Brokerages
- $52K
- SBA financing
- ≈ $102K–$169K
- Est. revenue (rough)
Wisdom Insurance Agency Inc.
Pewaukee, WI· ~17 mi
Insurance Agencies and Brokerages
- $100K
- SBA financing
- ≈ $196K–$327K
- Est. revenue (rough)
Edwards Group, CPAs, S.C.
Burlington, WI· ~32 mi
Insurance Agencies and Brokerages
- $50K
- SBA financing
- ≈ $98K–$163K
- Est. revenue (rough)
Petra Kinnerk Agency
Mchenry, IL· ~54 mi
Insurance Agencies and Brokerages
- $59K
- SBA financing
- ≈ $116K–$194K
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for B DANDY FINANCIALS LLC in Milwaukee, WI (Insurance Agencies and Brokerages). 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.
- 1 SBA 7(a) loan totaling $40K
- On record FY2023
- 4 jobs supported
- Industry: Insurance Agencies and Brokerages
- Location: Milwaukee, WI
- Lender: U.S. Bank, National Association
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Insurance Agencies and Brokerages businesses in WI for ~$40k deals, then pre-qualify for 7(a) financing before making an offer. CapBench can arrange a lender introduction — free for buyers.
- 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.
- 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 B DANDY FINANCIALS LLC your business?
This page was built from public lending data. Claim it free to correct the details, tell your story, and control how your business shows up — or ask us to take it down.
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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 B DANDY FINANCIALS LLC.