SBA lending record
Nate Thomas Colbert
6111 WHISPERING CREEK DR STE A, Sioux City, IA 51106 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$450K
Total SBA financing
1
Loan on record
FY2025
On record
8
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
$450,000 — FY2025
- Gross approval
- $450,000
- SBA guaranteed
- $337,500 (75%)
- Status
- Current
- Rate at approval
- 10% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 2/20/2025
- First disbursement
- 3/5/2025
- Days to fund
- 13 days
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 8
- Business type
- Individual
- Business age
- Existing or more than 2 years old
- Industry
- Portfolio Management and Investment Advice
- NAICS code
- 523940
- Franchise
- Ameriprise Financial
- Franchise code
- S0113
- Lender
- Byline Bank
- Address
- 6111 WHISPERING CREEK DR STE A
- City
- Sioux City, 51106
- County
- Woodbury
- SBA district office
- DES MOINES DISTRICT OFFICE
- Congressional district
- 4
The lender
Find SBA lenders for businesses like this
The banks most active funding portfolio management and 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.
Jay A. Theis
Sheldon, IA· ~55 mi
Ameriprise Financial
- $245K
- SBA financing
- ≈ $480K–$801K
- Est. revenue (rough)
Matthew Johnson Bouts
Plymouth, MN· ~227 mi
Ameriprise Financial
- $593K
- SBA financing
- ≈ $1.2M–$1.9M
- Est. revenue (rough)
Erik Rosvold
Hopkins, MN· ~225 mi
Ameriprise Financial
- $690K
- SBA financing
- ≈ $1.4M–$2.3M
- Est. revenue (rough)
Compass Holding Group LLC
Bedford, NH· ~1258 mi
Ameriprise Financial
- $510K
- SBA financing
- ≈ $1.0M–$1.7M
- Est. revenue (rough)
AMTA, LLC
Lincoln, NE· ~121 mi
Ameriprise Financial
- $213K
- SBA financing
- ≈ $418K–$696K
- Est. revenue (rough)
Toporowski Management, LLC
Bettendorf, IA· ~305 mi
Ameriprise Financial
- $563K
- SBA financing
- ≈ $1.1M–$1.8M
- Est. revenue (rough)
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.
RHODES INDUSTRIAL SOLUTIONS, LLC
Lincoln, NE· ~117 mi
Portfolio Management and Investment Advice
- $378K
- SBA financing
- ≈ $741K–$1.2M
- Est. revenue (rough)
Make Way LLC
Sioux Falls, SD· ~74 mi
Portfolio Management and Investment Advice
- $250K
- SBA financing
- ≈ $490K–$817K
- Est. revenue (rough)
WALKNER CONDON FINANCIAL ADVISORS LLC
Madison, WI· ~352 mi
Portfolio Management and Investment Advice
- $438K
- SBA financing
- ≈ $859K–$1.4M
- Est. revenue (rough)
Matthew S Kimberley
Waukee, IA· ~140 mi
Portfolio Management and Investment Advice
- $250K
- SBA financing
- ≈ $490K–$817K
- Est. revenue (rough)
BRAATEN FINANCIAL MANAGEMENT, INC.
Austin, MN· ~189 mi
Portfolio Management and Investment Advice
- $240K
- SBA financing
- ≈ $471K–$784K
- Est. revenue (rough)
Mark A. Haenny, LLC
Loveland, CO· ~474 mi
Portfolio Management and Investment Advice
- $430K
- SBA financing
- ≈ $843K–$1.4M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Nate Thomas Colbert in Sioux City, 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 $450K
- On record FY2025
- 8 jobs supported
- Industry: Portfolio Management and Investment Advice
- Location: Sioux City, IA
- Lender: Byline Bank
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 ~$450k 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 Nate Thomas Colbert.