SBA lending record
Jay A. Theis
824 3rd Ave, Sheldon, IA 51201 · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$245K
Total SBA financing
1
Loan 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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The loan
$245,000 — FY2020
- Gross approval
- $245,000
- SBA guaranteed
- $183,750 (75%)
- Status
- Current
- Rate at approval
- 6% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 8/31/2020
- First disbursement
- 9/30/2020
- Days to fund
- 30 days
- Collateral
- Required
- Sold on secondary market
- Yes
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Investment Advice
- NAICS code
- 523930
- Franchise
- Ameriprise Financial
- Franchise code
- S0113
- Lender
- Byline Bank
- Address
- 824 3rd Ave
- City
- Sheldon, 51201
- County
- Obrien
- SBA district office
- DES MOINES DISTRICT OFFICE
- Congressional district
- 4
The lender
Find SBA lenders for businesses like this
The banks most active funding investment advice — by location, industry, and brand.
Other Ameriprise Financial locations
Other Ameriprise Financial businesses in the public SBA record — closest first, by location and deal size.
Nate Thomas Colbert
Sioux City, IA· ~55 mi
Ameriprise Financial
- $450K
- SBA financing
- ≈ $882K–$1.5M
- Est. revenue (rough)
AMTA, LLC
Lincoln, NE· ~175 mi
Ameriprise Financial
- $213K
- SBA financing
- ≈ $418K–$696K
- Est. revenue (rough)
Jay Lotterer
Pittsburg, KS· ~402 mi
Ameriprise Financial
- $218K
- SBA financing
- ≈ $427K–$712K
- Est. revenue (rough)
KB Hunter Holdings LLC
Fort Smith, AR· ~545 mi
Ameriprise Financial
- $185K
- SBA financing
- ≈ $363K–$605K
- Est. revenue (rough)
Olimal Company L.L.C.
Shreveport, LA· ~751 mi
Ameriprise Financial
- $200K
- SBA financing
- ≈ $392K–$654K
- Est. revenue (rough)
RS HANLEY, INC.
Mobile, AL· ~963 mi
Ameriprise Financial
- $250K
- SBA financing
- ≈ $490K–$817K
- Est. revenue (rough)
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.
J. Alan Financial, Inc.
Maple Grove, MN· ~178 mi
Investment Advice
- $285K
- SBA financing
- ≈ $558K–$930K
- Est. revenue (rough)
Blue Ocean Holdings, LLC
Elk River, MN· ~187 mi
Investment Advice
- $334K
- SBA financing
- ≈ $655K–$1.1M
- Est. revenue (rough)
Robert P Sayer
West Des Moines, IA· ~153 mi
Investment Advice
- $151K
- SBA financing
- ≈ $295K–$492K
- Est. revenue (rough)
Nepsis, Inc.
Savage, MN· ~165 mi
Investment Advice
- $500K
- SBA financing
- ≈ $980K–$1.6M
- Est. revenue (rough)
Greater Good Financial LLC
Shoreview, MN· ~189 mi
Investment Advice
- $165K
- SBA financing
- ≈ $324K–$539K
- Est. revenue (rough)
DWM Investments, LLC
Appleton, WI· ~379 mi
Investment Advice
- $231K
- SBA financing
- ≈ $453K–$755K
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Jay A. Theis in Sheldon, IA (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 $245K
- On record FY2020
- Industry: Investment Advice
- Location: Sheldon, IA
- Lender: Byline Bank
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Investment Advice businesses in IA for ~$245k 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.
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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 Jay A. Theis.