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SBA lending record

Noah James Mazur

601 S Farwell St Suite a, Eau Claire, WI 54701 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$4.6M

Total SBA financing

1

Loan on record

FY2023

On record

4

Jobs supported

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

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The loan

$4,622,000 — FY2023

Gross approval: $4,622,000
SBA guaranteed: $3,466,500 (75%)
Status: Current
Rate at approval: 8.75% v
Term: 120 mo (10 yr)
Program: 7a General
Subprogram: Guaranty
Loan type: Term loan
Purpose: Business purchase
Approved: 4/12/2023
First disbursement: 4/19/2023
Days to fund: 7 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 4
Business type: Individual
Business age: Change of Ownership
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: Citizens Community Federal National Association
Address: 601 S Farwell St Suite a
City: Eau Claire, 54701
County: Eau Claire
SBA district office: WISCONSIN DISTRICT OFFICE
Congressional district: 3

The lender

Citizens Community Federal National Association

1 loan to this business

Find SBA lenders for businesses like this

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

SBA lenders in Wisconsin Lenders for portfolio management and investment advice Portfolio Management and Investment Advice lenders in Wisconsin

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.

Gerbi Financial Group LLC

Buffalo, MN· ~121 mi

Portfolio Management and Investment Advice

$1.7M
SBA financing: ≈ $3.3M–$5.6M
Est. revenue (rough)

Wealth Ridge Planning LLC

Black River Falls, WI· ~48 mi

Portfolio Management and Investment Advice

$765K
SBA financing: ≈ $1.5M–$2.5M
Est. revenue (rough)

TYLER J. PETERSEN, SOLE PROP

Rapid City, SD· ~580 mi

Portfolio Management and Investment Advice

$3.4M
SBA financing: ≈ $6.7M–$11M
Est. revenue (rough)

Dock Financial Solutions

Madison, WI· ~159 mi

Portfolio Management and Investment Advice

$1.9M
SBA financing: ≈ $3.7M–$6.1M
Est. revenue (rough)

Endurance Financial Group L. L. C.

Saint Paul, MN· ~76 mi

Portfolio Management and Investment Advice

$350K
SBA financing: ≈ $686K–$1.1M
Est. revenue (rough)

Johnson Financial Services L.L.C.

Minneapolis, MN· ~85 mi

Portfolio Management and Investment Advice

$30K
SBA financing: ≈ $59K–$98K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Noah James Mazur in Eau Claire, WI (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 $4.6M
On record FY2023
4 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Eau Claire, 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 and Investment Advice businesses in WI for ~$4.6M 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/noah-james-mazur-wi
API:: https://www.capbench.com/api/public/businesses/noah-james-mazur-wi
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 Noah James Mazur 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 Noah James Mazur.

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