Financial Planner Near Me, LLC
Financial Planner Near Me, LLC is a business located in Springfield, Missouri, operating in the portfolio management and investment advice industry (NAICS 523940). The company was financed with an SBA 7(a) loan for a change of ownership of $1.3 million, approved on December 31, 2025, through Four States Bank, Inc., with a 120-month term and 2 jobs reported.
SBA 7(a) loan, change of ownership, approved Dec 31, 2025
$1,296,900 approvedLender: Four States Bank, Inc.10 years termStatus not reported (SBA exemption)Loan details
- Gross approval
- $1,296,900
- SBA-guaranteed amount
- $972,675 (75% of the approval)
- Lender
- Four States Bank, Inc., Carthage, MO
- Processing method
- Preferred Lender Program: lender approved under delegated SBA authority
- Initial interest rate
- 10%, variable
- Term
- 10 years (120 months)
- Estimated maturity
- December 31, 2035 (estimated, approval date plus term)
- Estimated monthly payment
- $17,139 Estimated payment at the initial rate over the full term; actual terms vary.
- First disbursement
- Jan 5, 2026
- Loan status
- Status not reported (SBA exemption)
- Jobs supported
- 2
- Business type
- Corporation
- NAICS
- 523940, Portfolio Management and Investment Advice
- Project location
- Greene County, MO
- SBA district office
- Kansas City District Office
- Congressional district
- MO-07
- Collateral
- Yes
- Guaranteed portion sold on secondary market
- Yes
- Revolving line of credit
- No (term loan)
- Larger than 55% of acquisition loans in Portfolio Management and Investment Advice on this site.
- Average acquisition loan in Portfolio Management and Investment Advice: $1,481,771.
- Average acquisition loan in Missouri: $1,584,414.
Loan amounts are the SBA approval, not a purchase price. Figures labeled estimated are derived on this site and are not published by the SBA.
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Same industry in Missouri
- EverDay Financial, LLC, Saint Louis