SBA lending record
WEALTH 4 LIFE LLC
165 SE 3RD STREET, Lees Summit, MO 64063 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$2.1M
Total SBA financing
1
Loan on record
FY2025
On record
3
Jobs supported
Franchise brand
LPL Financial LLC - Registered Investment Advisor Master Ser
See LPL Financial LLC - Registered Investment Advisor Master Ser'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
$2,070,000 — FY2025
- Gross approval
- $2,070,000
- SBA guaranteed
- $1,552,500 (75%)
- Status
- Current
- Rate at approval
- 9.5% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 7/17/2025
- First disbursement
- 7/30/2025
- Days to fund
- 13 days
- Collateral
- Required
- Jobs supported
- 3
- Business type
- Corporation
- Business age
- New Business or 2 years or less
- Industry
- Portfolio Management and Investment Advice
- NAICS code
- 523940
- Franchise
- LPL Financial LLC - Registered Investment Advisor Master Ser
- Franchise code
- S6712
- Lender
- OakStar Bank
- Address
- 165 SE 3RD STREET
- City
- Lees Summit, 64063
- County
- Jackson
- SBA district office
- KANSAS CITY DISTRICT OFFICE
- Congressional district
- 5
The lender
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The banks most active funding portfolio management and investment advice — by location, industry, and brand.
Other LPL Financial LLC - Registered Investment Advisor Master Ser locations
Other LPL Financial LLC - Registered Investment Advisor Master Ser businesses in the public SBA record — closest first, by location and deal size.
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.
SSJ Planning Group LLC
Lenexa, KS· ~26 mi
Portfolio Management and Investment Advice
- $2.3M
- SBA financing
- ≈ $4.5M–$7.5M
- Est. revenue (rough)
Joshua Banwart
Kansas City, MO· ~16 mi
Portfolio Management and Investment Advice
- $690K
- SBA financing
- ≈ $1.4M–$2.3M
- Est. revenue (rough)
Josh Banwart
Lees Summit, MO· ~1 mi
Portfolio Management and Investment Advice
- $125K
- SBA financing
- ≈ $245K–$408K
- Est. revenue (rough)
Hocker Financial Services LLC
Lees Summit, MO· ~0 mi
Portfolio Management and Investment Advice
- $215K
- SBA financing
- ≈ $422K–$703K
- Est. revenue (rough)
MOKAN Wealth Management Inc
Overland Park, KS· ~16 mi
Portfolio Management and Investment Advice
- $500K
- SBA financing
- ≈ $980K–$1.6M
- Est. revenue (rough)
HOOT OWL TAX & ACCOUNTING LLC
Blue Springs, MO· ~12 mi
Portfolio Management and Investment Advice
- $425K
- SBA financing
- ≈ $833K–$1.4M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for WEALTH 4 LIFE LLC in Lees Summit, MO (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 $2.1M
- On record FY2025
- 3 jobs supported
- Industry: Portfolio Management and Investment Advice
- Location: Lees Summit, MO
- Lender: OakStar 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 MO for ~$2.1M 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.
Is WEALTH 4 LIFE LLC 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 WEALTH 4 LIFE LLC.