SBA lending record
Casey J Dreyer
1303 5TH ST, Coralville, IA 52241 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$250K
Total SBA financing
1
Loan on record
FY2025
On record
3
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is Casey J Dreyer your business?
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The loan
$250,000 — FY2025
- Gross approval
- $250,000
- SBA guaranteed
- $187,500 (75%)
- Status
- Current
- Rate at approval
- 9.99% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 1/28/2025
- First disbursement
- 1/31/2025
- Days to fund
- 3 days
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 3
- Business type
- Individual
- Business age
- Existing or more than 2 years old
- Industry
- Portfolio Management and Investment Advice
- NAICS code
- 523940
- Lender
- Live Oak Banking Company
- Address
- 1303 5TH ST
- City
- Coralville, 52241
- County
- Johnson
- SBA district office
- CEDAR RAPIDS BRANCH OFFICE
- Congressional district
- 2
The lender
Live Oak Banking Company
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 portfolio management and investment advice — by location, industry.
Similar businesses
Comparable portfolio management and investment advice in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.
In The Couch Investments, LLC
Cedar Rapids, IA· ~23 mi
Portfolio Management and Investment Advice
- $100K
- SBA financing
- ≈ $196K–$327K
- Est. revenue (rough)
Matthew S Kimberley
Waukee, IA· ~117 mi
Portfolio Management and Investment Advice
- $250K
- SBA financing
- ≈ $490K–$817K
- Est. revenue (rough)
BRAATEN FINANCIAL MANAGEMENT, INC.
Austin, MN· ~155 mi
Portfolio Management and Investment Advice
- $240K
- SBA financing
- ≈ $471K–$784K
- Est. revenue (rough)
Blp Wealth Management LLC
Middleton, WI· ~144 mi
Portfolio Management and Investment Advice
- $222K
- SBA financing
- ≈ $434K–$724K
- Est. revenue (rough)
XXI Wealth, LLC
Chicago, IL· ~193 mi
Portfolio Management and Investment Advice
- $250K
- SBA financing
- ≈ $490K–$817K
- Est. revenue (rough)
Buoyant Ventures Management, LLC
Chicago, IL· ~204 mi
Portfolio Management and Investment Advice
- $250K
- SBA financing
- ≈ $490K–$817K
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Casey J Dreyer in Coralville, IA (Portfolio Management and 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.
- 1 SBA 7(a) loan totaling $250K
- On record FY2025
- 3 jobs supported
- Industry: Portfolio Management and Investment Advice
- Location: Coralville, IA
- Lender: Live Oak Banking Company
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Portfolio Management and Investment Advice businesses in IA for ~$250k 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 Casey J Dreyer 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 Casey J Dreyer.