SBA lending record

NICK GERKEN

600 Carlson Pkwy Ste 300, Minnetonka, MN 55345 · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$100K

Total SBA financing

Loans on record

FY2021–23

On record

Jobs supported

● business — business location is the ZIP-area centroid from the public record

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All 2 loans

$70,000 — FY2023

Loan 1 of 2

Gross approval: $70,000
SBA guaranteed: $35,000 (50%)
Status: Current
Rate at approval: 8% v
Term: 60 mo (5 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 12/1/2022
First disbursement: 1/6/2023
Days to fund: 36 days
Collateral: Required
Jobs supported: 8
Business type: Individual
Business age: Existing or more than 2 years old
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: The State Bank of Faribault
Address: 600 Carlson Pkwy Ste 300
City: Minnetonka, 55345
County: Hennepin
SBA district office: MINNESOTA DISTRICT OFFICE
Congressional district: 3

$30,000 — FY2021

Loan 2 of 2

Gross approval: $30,000
SBA guaranteed: $22,500 (75%)
Status: Current
Rate at approval: 5% v
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 5/21/2021
First disbursement: 5/25/2021
Days to fund: 4 days
Collateral: Required
Jobs supported: 2
Business type: Individual
Business age: Existing or more than 2 years old
Industry: Investment Advice
NAICS code: 523930
Lender: The State Bank of Faribault
Address: 600 Carlson Pkwy Ste 300
City: Minnetonka, 55345
County: Hennepin
SBA district office: MINNESOTA DISTRICT OFFICE
Congressional district: 3

The lender

The State Bank of Faribault

2 loans to this business

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The banks most active funding investment advice — by location, industry.

SBA lenders in Minnesota Lenders for investment advice Investment Advice lenders in Minnesota

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.

PRG Financial, Inc.

Osseo, MN· ~8 mi

Investment Advice

$150K
SBA financing: ≈ $294K–$490K
Est. revenue (rough)

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Financial Navigation Group LLC

Minneapolis, MN· ~10 mi

Investment Advice

$50K
SBA financing: ≈ $98K–$163K
Est. revenue (rough)

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BRANDON R OVERMAN

Maple Grove, MN· ~11 mi

Investment Advice

$40K
SBA financing: ≈ $78K–$131K
Est. revenue (rough)

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Greater Good Financial LLC

Shoreview, MN· ~18 mi

Investment Advice

$165K
SBA financing: ≈ $324K–$539K
Est. revenue (rough)

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J. Alan Financial, Inc.

Maple Grove, MN· ~8 mi

Investment Advice

$285K
SBA financing: ≈ $558K–$930K
Est. revenue (rough)

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WOOLFREY FINANCIAL CONSULTING INC

Hopkins, MN· ~6 mi

Investment Advice

$25K
SBA financing: ≈ $49K–$82K
Est. revenue (rough)

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Agent summary

This page summarizes the public SBA 7(a) lending record for NICK GERKEN in Minnetonka, MN (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 $100K
On record FY2021–23
10 jobs supported
Industry: Investment Advice
Location: Minnetonka, MN
Lender: The State Bank of Faribault

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Investment Advice businesses in MN for ~$50k 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/nick-gerken-mn
API:: https://www.capbench.com/api/public/businesses/nick-gerken-mn
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 NICK GERKEN.