SBA lending record
Lars L Kofod
1174 VETERANS MEMORIAL HWY, Hauppauge, NY 11788 · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$472K
Total SBA financing
1
Loan on record
FY2020
On record
1
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
Is Lars L Kofod your business?
This record comes from public government lending data. Claim it to correct the details or tell your story — or ask us to take it down.
The loan
$472,000 — FY2020
- Gross approval
- $472,000
- SBA guaranteed
- $354,000 (75%)
- Status
- Current
- Rate at approval
- 6% f
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 9/3/2020
- First disbursement
- 9/23/2020
- Days to fund
- 20 days
- Collateral
- Required
- Jobs supported
- 1
- 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
- Live Oak Banking Company
- Address
- 1174 VETERANS MEMORIAL HWY
- City
- Hauppauge, 11788
- County
- Suffolk
- SBA district office
- MELVILLE BRANCH OFFICE
- Congressional district
- 1
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 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.
GOLD COAST WEALTH ADVISORS LLC
Hauppauge, NY· ~0 mi
Ameriprise Financial
- $730K
- SBA financing
- ≈ $1.4M–$2.4M
- Est. revenue (rough)
Larry Joseph & Associates LLC
Melville, NY· ~12 mi
Ameriprise Financial
- $265K
- SBA financing
- ≈ $520K–$866K
- Est. revenue (rough)
Anthony Fusaro
Huntington, NY· ~13 mi
Ameriprise Financial
- $225K
- SBA financing
- ≈ $441K–$735K
- Est. revenue (rough)
Compass Holding Group LLC
Bedford, NH· ~171 mi
Ameriprise Financial
- $510K
- SBA financing
- ≈ $1.0M–$1.7M
- Est. revenue (rough)
Christopher S. Stark
Walpole, MA· ~135 mi
Ameriprise Financial
- $615K
- SBA financing
- ≈ $1.2M–$2.0M
- Est. revenue (rough)
WILLIAMSON WEALTH ADVISERS, LLC
New Market, MD· ~238 mi
Ameriprise Financial
- $488K
- SBA financing
- ≈ $956K–$1.6M
- 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.
Mitchell A Pearson
Woodbury, NY· ~15 mi
Investment Advice
- $462K
- SBA financing
- ≈ $906K–$1.5M
- Est. revenue (rough)
Palumbo Wealth Management LLC
Great Neck, NY· ~27 mi
Investment Advice
- $250K
- SBA financing
- ≈ $490K–$817K
- Est. revenue (rough)
95 Up Staffing Inc.
Smithtown, NY· ~2 mi
Investment Advice
- $4.1M
- SBA financing
- ≈ $8.1M–$13M
- Est. revenue (rough)
Jean Pro Services LLC
Bay Shore, NY· ~8 mi
Investment Advice
- $25K
- SBA financing
- ≈ $49K–$82K
- Est. revenue (rough)
THE STANICH GROUP, LLC
Montauk, NY· ~67 mi
Investment Advice
- $300K
- SBA financing
- ≈ $588K–$980K
- Est. revenue (rough)
Coastline Wealth Management, Inc
Port Jefferson, NY· ~11 mi
Investment Advice
- $2.9M
- SBA financing
- ≈ $5.7M–$9.5M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Lars L Kofod in Hauppauge, NY (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 $472K
- On record FY2020
- 1 jobs supported
- Industry: Investment Advice
- Location: Hauppauge, NY
- Lender: Live Oak Banking Company
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Investment Advice businesses in NY for ~$472k 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 2026-06-22.
- 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 Lars L Kofod 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 Lars L Kofod.