Ameriprise Financial, by the numbers
Every figure below comes from real financed deals — what buyers paid, where, and how the loans performed.
SBA Franchise Directory: listed ✓ (identifier S0113)
101 deals since 2020 · typical deal $615K · 0% failure rate
101
Deals since 2020
$615K
Typical deal
5
Deals since FY2025
0%
Failure rate (FY20–23)
What buyers pay for Ameriprise Financial
Most Ameriprise Financial deals financed between $265K and $1.35M. Above $1.35M, you're paying more than 75% of buyers did — make the seller earn it.
- Monthly payment (10-yr)
- $8,042
- Down payment (10%)
- $68K
- Cash to close (all-in)
- $91K
Estimates at today's rates and standard 7(a) terms. Not a loan offer.
Could you get the loan?
Three answers. No documents, no credit pull.
Credit score
Available cash (you'll need ~$91K)
Experience
Recent financings
- Jamie D Wingfield in Tampa, FL — $835K (2025) · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 10.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $626K (75%)
- Approval → funding
- 3 days
- Approved
- 11/5/2024
- First disbursed
- 11/8/2024
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Secondary market
- Loan sold to investors
- Jobs supported
- 1
- Business age
- New Business or 2 years or less
- Industry
- Portfolio Management and Investment Advice
Funded by Byline Bank · Lender record →
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- Matthew Johnson Bouts in Plymouth, MN — $593K (2025) · Hanover Community Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 9.75% variable
- Term
- 300 mo (25 yrs)
- SBA guaranteed
- $444K (75%)
- Approval → funding
- 7 days
- Approved
- 12/12/2024
- First disbursed
- 12/19/2024
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Secondary market
- Loan sold to investors
- Jobs supported
- 7
- Business age
- Existing or more than 2 years old
- Industry
- Portfolio Management and Investment Advice
Funded by Hanover Community Bank · Lender record →
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- Nate Thomas Colbert in Sioux City, IA — $450K (2025) · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 10% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $338K (75%)
- Approval → funding
- 13 days
- Approved
- 2/20/2025
- First disbursed
- 3/5/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Secondary market
- Loan sold to investors
- Jobs supported
- 8
- Business age
- Existing or more than 2 years old
- Industry
- Portfolio Management and Investment Advice
Funded by Byline Bank · Lender record →
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- Olimal Company L.L.C. in Shreveport, LA — $200K (2025) · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 13.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $150K (75%)
- Approval → funding
- 4 days
- Approved
- 11/25/2024
- First disbursed
- 11/29/2024
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 1
- Business age
- Existing or more than 2 years old
- Industry
- Portfolio Management and Investment Advice
Funded by Byline Bank · Lender record →
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- KB Hunter Holdings LLC in Fort Smith, AR — $185K (2025) · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 9.99% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $139K (75%)
- Approval → funding
- 98 days
- Approved
- 9/2/2025
- First disbursed
- 12/9/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 1
- Business age
- New Business or 2 years or less
- Industry
- Portfolio Management and Investment Advice
Funded by Live Oak Banking Company · Lender record →
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- Amta LLC in Columbus, OH — $200K (2024) · First State Bank Nebraska
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 8% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $100K (50%)
- Approval → funding
- 15 days
- Approved
- 4/2/2024
- First disbursed
- 4/17/2024
- Loan status
- Current
- Loan type
- Revolving line
- Collateral
- Not required
- Business type
- Corporation
- Jobs supported
- 1
- Business age
- New Business or 2 years or less
- Industry
- Portfolio Management and Investment Advice
Funded by First State Bank Nebraska · Lender record →
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- Ryan Inouye in Honolulu, HI — $1.5M (2023) · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 10.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.1M (75%)
- Approval → funding
- 8 days
- Approved
- 7/6/2023
- First disbursed
- 7/14/2023
- Loan status
- Paid in full (5/31/2024)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Secondary market
- Loan sold to investors
- Jobs supported
- 2
- Business age
- New Business or 2 years or less
- Industry
- Portfolio Management and Investment Advice
Funded by Byline Bank · Lender record →
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- Trebliq, LLC in Aiken, SC — $1.4M (2023) · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 8.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.0M (75%)
- Approval → funding
- 17 days
- Approved
- 5/30/2023
- First disbursed
- 6/16/2023
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 2
- Business age
- Startup, Loan Funds will Open Business
- Industry
- Portfolio Management and Investment Advice
Funded by Live Oak Banking Company · Lender record →
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- Douglas William Kenoyer in Arlington, WA — $1.1M (2023) · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 9.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $825K (75%)
- Approval → funding
- 15 days
- Approved
- 12/21/2022
- First disbursed
- 1/5/2023
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Secondary market
- Loan sold to investors
- Jobs supported
- 4
- Business age
- Existing or more than 2 years old
- Industry
- Portfolio Management and Investment Advice
Funded by Byline Bank · Lender record →
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- Erik Rosvold in Hopkins, MN — $690K (2023) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 8.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $518K (75%)
- Approval → funding
- 23 days
- Approved
- 1/23/2023
- First disbursed
- 2/15/2023
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Secondary market
- Loan sold to investors
- Jobs supported
- 1
- Business age
- Change of Ownership
- Industry
- Portfolio Management and Investment Advice
If you were the buyer here
- Est. deal size
- $767K
- Est. down payment (10%)
- $77K
- Est. cash at closing
- $103K
- Monthly payment
- $8,555
- Annual debt service
- $103K
- Cash flow needed (1.25×)
- $128K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Live Oak Banking Company · Lender record →
Your business? Claim this record · Request removal
Hover or tap a deal for terms: program, rate, SBA guarantee, days to fund.
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Serious about buying a Ameriprise Financial?
Get qualified with a franchise lending specialist before discovery day — know your number first.
Who funds Ameriprise Financial — and where
Every dot is a financed Ameriprise Financial — 99 mapped.
Financed Ameriprise Financial locations — list all 99 as text
- Larry Joseph & Associates LLC — Melville · $265K · FY2021 · Investment Advice
- Kevin L Ehlers — Peoria · $4.0M · FY2021 · Investment Advice
- GOLD COAST WEALTH ADVISORS LLC — Hauppauge · $730K · FY2021 · Investment Advice
- DGW Worldwide, LLC — Webster · $5.0M · FY2021 · Investment Advice
- DFG Holdings, LLC — San Antonio · $360K · FY2021 · Investment Advice
- GOJISAN LLC — Portland · $1.4M · FY2021 · Investment Advice
- ANTONIO BECCARI — Bakersfield · $650K · FY2021 · Investment Advice
- GATTACA 334 LLC — Lake Grove · $2.3M · FY2021 · Miscellaneous Financial Investment Activities
- Jonathan H. Schomberg — Elm Grove · $581K · FY2021 · Portfolio Management
- Christopher S. Stark — Walpole · $615K · FY2021 · Miscellaneous Intermediation
- R.W. Duren, CFP, LLC — Roswell · $260K · FY2021 · Investment Advice
- Compass Holding Group LLC — Bedford · $250K · FY2021 · Investment Advice
- RLC 2019, Corp — Windermere · $290K · FY2021 · Investment Advice
- JOEL BLUM — Mystic · $1.3M · FY2021 · Investment Advice
- Curtis Beagle — Adrian · $1.3M · FY2021 · Investment Advice
- Douglas William Kenoyer — Arlington · $1.1M · FY2023 · Portfolio Management and Investment Advice
- Erik Rosvold — Hopkins · $690K · FY2023 · Portfolio Management and Investment Advice
- Kevin L Ehlers — Peoria · $500K · FY2023 · Portfolio Management and Investment Advice
- Craig Steven Landers — Peoria · $250K · FY2023 · Portfolio Management and Investment Advice
- KB Hunter Holdings LLC — Fort Smith · $185K · FY2025 · Portfolio Management and Investment Advice
- Pfeffer Endeavors, LLC — Destrehan · $265K · FY2020 · Investment Advice
- Michael Russo & Russo & Associates, Inc. — Aliso Viejo · $875K · FY2020 · Investment Advice
- Lochner Consulting — Madison · $1.1M · FY2020 · Miscellaneous Financial Investment Activities
- Brent W. Makarczyk Financial Services, Inc. — Nanticoke · $75K · FY2020 · Investment Advice
- Pfeffer Endeavors, LLC — Destrehan · $265K · FY2020 · Investment Advice
- Diamond Strategic Solutions LLC — New Castle · $399K · FY2020 · Investment Advice
- Ferhadson & Associates — Troy · $1.6M · FY2020 · Investment Advice
- GIRAFFES INC — Columbus · $4.7M · FY2020 · Investment Advice
- Vallandingham & Associates, A financial advisory practice of Ameriprise — Charleston · $225K · FY2020 · Investment Advice
- SRA Team LLC — Boca Raton · $600K · FY2020 · Investment Advice
- PHUONG N QUACH SP — Santa Clara · $1.5M · FY2020 · Investment Advice
- Anthony Fusaro — Huntington · $225K · FY2020 · Investment Advice
- RUSSO & ASSOCIATES, INC. — Aliso Viejo · $875K · FY2020 · Investment Advice
- WILLIAMSON WEALTH ADVISERS, LLC — New Market · $488K · FY2020 · Investment Advice
- Encompass Wealth Advisors — Minneapolis · $2.1M · FY2020 · Investment Advice
- Jay A. Theis — Sheldon · $245K · FY2020 · Investment Advice
- Lars L Kofod — Hauppauge · $472K · FY2020 · Investment Advice
- Terrence Leiendecker — Edina · $2.5M · FY2020 · Miscellaneous Financial Investment Activities
- Steven Minkoff — San Francisco · $4.8M · FY2020 · Investment Advice
- Rush Creek Advisors — Byron Center · $390K · FY2020 · Investment Advice
- JPKJR LLC — Atlanta · $1.4M · FY2020 · Investment Advice
- Spiller and Associates — Webster · $575K · FY2020 · Investment Advice
- Shaun Hampton, Financial Advisor — Grosse Pointe · $453K · FY2020 · Administrative Management and General Management Consulting
- David R Gardner Jr. — Yarmouth · $995K · FY2020 · Investment Advice
- GULF2BAY ENTERPRISES INC — Treasure Island · $2.1M · FY2020 · Investment Advice
- JB Financial Enterprises LLC — Jacksonville · $1.4M · FY2020 · Investment Advice
- CrimsonCardinal LLC — Woodland Hills · $5.0M · FY2020 · Investment Banking and Securities Dealing
- SKA Legacy LLC — Plymouth Meeting · $950K · FY2021 · Investment Advice
- SKA Legacy LLC — Plymouth Meeting · $100K · FY2021 · Investment Advice
- PANDELIS P CHRYSSOSTOMIDES INC — San Diego · $1.0M · FY2021 · Securities Brokerage
- A.E. JOHNSON ENTERPRISES, LLC — Tampa · $419K · FY2021 · Investment Advice
- Cheryl Nelson Boyd — Arvada · $2.3M · FY2022 · Portfolio Management and Investment Advice
- Bret Chernow Consulting Inc — Boca Raton · $1.2M · FY2022 · Miscellaneous Intermediation
- Jonathan Lane Blakelock — Kingwood · $1.4M · FY2022 · Portfolio Management
- Amta LLC — Columbus · $200K · FY2024 · Portfolio Management and Investment Advice
- Jamie D Wingfield — Tampa · $835K · FY2025 · Portfolio Management and Investment Advice
- Olimal Company L.L.C. — Shreveport · $200K · FY2025 · Portfolio Management and Investment Advice
- Matthew Johnson Bouts — Plymouth · $593K · FY2025 · Portfolio Management and Investment Advice
- Nate Thomas Colbert — Sioux City · $450K · FY2025 · Portfolio Management and Investment Advice
- SRA Team LLC — Boca Raton · $490K · FY2023 · Portfolio Management and Investment Advice
- RS HANLEY, INC. — Mobile · $250K · FY2023 · Miscellaneous Financial Investment Activities
- RLC 2019, Corp — Winter Garden · $225K · FY2023 · Portfolio Management and Investment Advice
- RLC 2019, Corp — Winter Garden · $300K · FY2023 · Portfolio Management and Investment Advice
- Trebliq, LLC — Aiken · $1.4M · FY2023 · Portfolio Management and Investment Advice
- Ryan Inouye — Honolulu · $1.5M · FY2023 · Portfolio Management and Investment Advice
- HB Operations LLC — Woodland Hills · $225K · FY2020 · Investment Advice
- LINCOLN K. KOIKE — Honolulu · $836K · FY2020 · Investment Advice
- Furlotte Consulting Group LLC — Farmington Hills · $2.7M · FY2020 · Miscellaneous Intermediation
- HB Operations LLC — Woodland Hills · $225K · FY2020 · Investment Advice
- AMTA, LLC — Lincoln · $107K · FY2020 · Investment Advice
- AMTA, LLC — Lincoln · $107K · FY2020 · Investment Advice
- Jay Lotterer — Pittsburg · $125K · FY2020 · Investment Advice
- Robert Woodend — Germantown · $1.1M · FY2020 · Investment Advice
- Flynn, Ingham and Turner Financial, Inc — Troy · $655K · FY2020 · Investment Advice
- Leong Properties LLC — Roseville · $525K · FY2020 · Investment Advice
- Dana Marie Ferrell — Bellevue · $1.1M · FY2020 · Investment Advice
- JEFFREY EISCHEN — Hillsboro · $150K · FY2020 · Investment Advice
- William W. Grubbs, III — Atlanta · $1.3M · FY2020 · Investment Advice
- CFI Financial Advisors — Gainesville · $720K · FY2020 · Investment Advice
- Patrick D Lawler — Scarborough · $235K · FY2020 · Investment Advice
- Rydeca Inc — El Segundo · $250K · FY2020 · Portfolio Management
- Toporowski Management, LLC — Bettendorf · $563K · FY2020 · Investment Advice
- Kyle Matthew Segelle — Chesterfield · $1.4M · FY2022 · Securities and Commodity Exchanges
- Ameriprise Financial — Delphos · $296K · FY2022 · Investment Advice
- Steven Jenness — Decatur · $420K · FY2022 · Investment Advice
- Douglas William Kenoyer — Arlington · $506K · FY2022 · Portfolio Management and Investment Advice
- Jared J Kleinbrook — Middleton · $788K · FY2022 · Securities and Commodity Exchanges
- Sua Sponte Partners, LLC — Seven Hills · $650K · FY2022 · Investment Advice
- Jason D. Clemens — Canton · $1.6M · FY2021 · Insurance Agencies and Brokerages
- Steven Jenness — Decatur · $495K · FY2021 · Investment Advice
- Bryan Sanson — Colorado Springs · $2.9M · FY2021 · Investment Advice
- Daniel A Gamm — Cranston · $1.3M · FY2021 · Investment Advice
- Sarah Walsh — Richardson · $390K · FY2021 · Investment Advice
- Joshua R. Chabot, Sole Proprietor — Bedford · $1.2M · FY2021 · Investment Banking and Securities Dealing
- Poppy & Gigi Enterprise, LLC — Wytheville · $150K · FY2021 · Investment Advice
- JOEL BLUM — Westbrook · $250K · FY2021 · Investment Advice
- Lawrence Van Ollenfen — Linwood · $2.1M · FY2021 · Investment Advice
- John Stearns — Corpus Christi · $1.4M · FY2021 · Investment Advice
- Kyle James Riley — Peoria · $495K · FY2021 · Investment Advice
Top lenders for this brand
1.Byline Bank(50)
2.Live Oak Banking Company(30)
3.First State Bank Nebraska(7)
- 4.Citizens Community Federal National Association (3)
5.Meridian Bank(2)
Most active states
- 1.California (11 loans)
- 2.Florida (10 loans)
- 3.Texas (6 loans)
- 4.Michigan (6 loans)
- 5.New York (4 loans)
- 6.Arizona (4 loans)
- 7.Minnesota (4 loans)
- 8.Pennsylvania (4 loans)
Represent Ameriprise Financial?
Claim this brand page free to keep the numbers in context, add your story, and hear about qualified buyers early.
Common questions
How much does a Ameriprise Financial cost to buy or open?
The typical deal for Ameriprise Financial is $615K across 101 transactions since 2020. With the SBA's 10% minimum down payment, that points to roughly $68K of buyer cash on a typical deal.
How risky is Ameriprise Financial?
0% of Ameriprise Financial's FY2020–23 deals failed and were written off. Under 1% is excellent; 1–3% is normal; above 3% deserves hard questions before the LOI.
Can I finance a Ameriprise Financial with an SBA loan?
Yes — Ameriprise Financial has been SBA-financed 5 times since FY2025, which means it clears the SBA Franchise Directory requirement regularly. Confirm current listing before signing an LOI.
Buying a Ameriprise Financial franchise
Most Ameriprise Financial buyers finance the purchase or build-out with an SBA 7(a) loan — up to 90% of the cost with roughly 10% down. The typical Ameriprise Financial deal financed for $615K, which points to about $68K of buyer cash on a typical purchase. Ameriprise Financial is listed in the SBA Franchise Directory (identifier S0113), so it's eligible to finance today — confirm current listing with your lender before the LOI. See the lenders that already fund Ameriprise Financial — a bank that knows the brand approves faster — or pre-qualify for financing to see your likely loan size first.
AI summary
This profile summarizes public SBA financing activity for Ameriprise Financial — lender activity, typical loan sizes, financing history, and risk and failure signals where available — via CapBench SBA Intelligence. CapBench is not a lender.
Source: CapBench SBA Intelligence, based on public SBA, lender, franchise, FDIC, and related records. CapBench is not a lender and does not guarantee financing.
Agent summary
This page summarizes public SBA 7(a) financing for Ameriprise Financial — typical deal size, the lenders that fund the brand, geography, and failure-rate context — from CapBench SBA Intelligence. Ameriprise Financial is confirmed in the SBA Franchise Directory here; CapBench is not a lender and does not sell franchises.
- 101 SBA 7(a) deals since 2020
- $615K typical deal
- 5 deals since FY2025
- 0% failure rate (FY20–23 cohort)
- SBA Franchise Directory: listed (identifier S0113)
- Top lenders: Byline Bank, Live Oak Banking Company, First State Bank Nebraska
- 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 SBA loan records, not a current offer or franchise availability. Confirm SBA Franchise Directory listing with your lender before an LOI.
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Represent Ameriprise Financial?
Claim this brand page to keep the numbers in context, add your story, and hear about qualified buyers early.
CapBench analysis of public lending records, FY2020–present. Charge-off rate measured on the FY2020–23 cohort. Not affiliated with Ameriprise Financial.