SBA lending record
Jonathan H. Schomberg
740 Pilgrim Pkwy, Elm Grove, WI 53122 · Portfolio Management. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$581K
Total SBA financing
1
Loan on record
FY2021
On record
4
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
$581,000 — FY2021
- Gross approval
- $581,000
- SBA guaranteed
- $522,900 (90%)
- Status
- Paid in full
- Rate at approval
- 4.75% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Business purchase
- Approved
- 4/19/2021
- First disbursement
- 4/21/2021
- Days to fund
- 2 days
- Paid in full
- 4/30/2022
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 4
- Business type
- Individual
- Business age
- Change of Ownership
- Industry
- Portfolio Management
- NAICS code
- 523920
- Franchise
- Ameriprise Financial
- Franchise code
- S0113
- Address
- 740 Pilgrim Pkwy
- City
- Elm Grove, 53122
- County
- Waukesha
- SBA district office
- WISCONSIN DISTRICT OFFICE
- Congressional district
- 5
The lender
Citizens Community Federal National Association
1 loan to this businessFind SBA lenders for businesses like this
The banks most active funding portfolio management — 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.
Jared J Kleinbrook
Middleton, WI· ~73 mi
Ameriprise Financial
- $788K
- SBA financing
- ≈ $1.5M–$2.6M
- Est. revenue (rough)
Matthew Johnson Bouts
Plymouth, MN· ~299 mi
Ameriprise Financial
- $593K
- SBA financing
- ≈ $1.2M–$1.9M
- Est. revenue (rough)
Lochner Consulting
Madison, WI· ~72 mi
Ameriprise Financial
- $1.1M
- SBA financing
- ≈ $2.2M–$3.6M
- Est. revenue (rough)
Toporowski Management, LLC
Bettendorf, IA· ~161 mi
Ameriprise Financial
- $563K
- SBA financing
- ≈ $1.1M–$1.8M
- Est. revenue (rough)
Amta LLC
Columbus, OH· ~331 mi
Ameriprise Financial
- $606K
- SBA financing
- ≈ $1.2M–$2.0M
- Est. revenue (rough)
Rush Creek Advisors
Byron Center, MI· ~121 mi
Ameriprise Financial
- $390K
- SBA financing
- ≈ $765K–$1.3M
- Est. revenue (rough)
Similar businesses
Comparable portfolio management in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.
Element Squared LLC
Hopkins, MN· ~298 mi
Portfolio Management
- $400K
- SBA financing
- ≈ $784K–$1.3M
- Est. revenue (rough)
BISHOP REAL ESTATE I, LLC
Hudson, OH· ~364 mi
Portfolio Management
- $500K
- SBA financing
- ≈ $980K–$1.6M
- Est. revenue (rough)
Kautz Buckley Financial Independent Wealth Management, LLC
Buffalo, NY· ~474 mi
Portfolio Management
- $400K
- SBA financing
- ≈ $784K–$1.3M
- Est. revenue (rough)
SQP Holdings LLC
Hopkins, MN· ~294 mi
Portfolio Management
- $369K
- SBA financing
- ≈ $724K–$1.2M
- Est. revenue (rough)
WHETRO ADVISORS, INC.
Toledo, OH· ~244 mi
Portfolio Management
- $304K
- SBA financing
- ≈ $597K–$994K
- Est. revenue (rough)
Investment Solutions LLC
Plymouth, MI· ~240 mi
Portfolio Management
- $298K
- SBA financing
- ≈ $585K–$974K
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Jonathan H. Schomberg in Elm Grove, WI (Portfolio Management). 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 $581K
- On record FY2021
- 4 jobs supported
- Industry: Portfolio Management
- Location: Elm Grove, WI
- Lender: Citizens Community Federal National Association
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Portfolio Management businesses in WI for ~$581k 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 Jonathan H. Schomberg.