SBA lending record

Jay Lotterer

2809 N. Broadway, Pittsburg, KS 66762 · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$218K

Total SBA financing

Loans on record

FY2020–24

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

$93,000 — FY2024

Loan 1 of 2

Gross approval: $93,000
SBA guaranteed: $79,050 (85%)
Status: Paid in full
Rate at approval: 11.25% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 6/24/2024
First disbursement: 7/31/2024
Days to fund: 37 days
Paid in full: 4/30/2025
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 1
Business type: Individual
Business age: Existing or more than 2 years old
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: Byline Bank
Address: 1315 N Broadway St
City: Pittsburg, 66762
County: Crawford
SBA district office: KANSAS CITY DISTRICT OFFICE
Congressional district: 2

$125,000 — FY2020

Loan 2 of 2

Gross approval: $125,000
SBA guaranteed: $106,250 (85%)
Status: Paid in full
Rate at approval: 7.5% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 12/18/2019
First disbursement: 1/31/2020
Days to fund: 44 days
Paid in full: 7/31/2024
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 3
Business type: Individual
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: 2809 N. Broadway
City: Pittsburg, 66762
County: Crawford
SBA district office: KANSAS CITY DISTRICT OFFICE
Congressional district: 2

The lender

Byline Bank

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 Kansas Lenders for investment advice Investment Advice lenders in Kansas Ameriprise Financial lenders Ameriprise Financial lenders in Kansas

Other Ameriprise Financial locations

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

KB Hunter Holdings LLC

Fort Smith, AR· ~143 mi

Ameriprise Financial

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

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Olimal Company L.L.C.

Shreveport, LA· ~349 mi

Ameriprise Financial

$200K
SBA financing: ≈ $392K–$654K
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AMTA, LLC

Lincoln, NE· ~251 mi

Ameriprise Financial

$213K
SBA financing: ≈ $418K–$696K
Est. revenue (rough)

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RS HANLEY, INC.

Mobile, AL· ~599 mi

Ameriprise Financial

$250K
SBA financing: ≈ $490K–$817K
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Jay A. Theis

Sheldon, IA· ~402 mi

Ameriprise Financial

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

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Craig Steven Landers

Peoria, AZ· ~1019 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.

Jonathan E Vandrell

Bixby, OK· ~120 mi

Investment Advice

$377K
SBA financing: ≈ $739K–$1.2M
Est. revenue (rough)

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Opel Private Wealth LLC

Edwardsville, IL· ~274 mi

Investment Advice

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

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Patterson Financial Group LLC

Washington, DC· ~961 mi

Investment Advice

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

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Veritas Family Wealth Counsel, LLC

Louisville, KY· ~499 mi

Investment Advice

$195K
SBA financing: ≈ $382K–$637K
Est. revenue (rough)

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Dogwood Wealth Advisors, LLC

Winston Salem, NC· ~805 mi

Investment Advice

$225K
SBA financing: ≈ $441K–$735K
Est. revenue (rough)

View record

Douglas Financial Group LLC

Louisville, KY· ~498 mi

Investment Advice

$262K
SBA financing: ≈ $514K–$856K
Est. revenue (rough)

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Agent summary

This page summarizes the public SBA 7(a) lending record for Jay Lotterer in Pittsburg, KS (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 $218K
On record FY2020–24
4 jobs supported
Industry: Investment Advice
Location: Pittsburg, KS
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 KS for ~$109k 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/jay-lotterer-ks
API:: https://www.capbench.com/api/public/businesses/jay-lotterer-ks
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 Lotterer.