SBA Loans for Securities Brokerage in Wisconsin: Top Lenders
NAICS 523NAICS 523 covers securities brokerage businesses in Wisconsin. Based on historical SBA 7(a) lending data.
Total Approvals
9
in Wisconsin
Median Loan Size
$238,500
per approval
Recent Activity
0
last 90 days through Jan 2024
NAICS 523 covers securities brokerage businesses. This is a smaller category in SBA 7(a) lending with 9 approvals on record and a median loan size of $238,500.
Key trends & insights
- Associated Bank, National Association leads this industry with 2 approvals (22% market share) and a median loan of $219,100.
- SBA data for this industry goes through 2024-01-19 — the SBA releases lending data on a quarterly lag, so recent activity may not yet be reflected.
Most active SBA lenders for Securities Brokerage in Wisconsin
| # | Lender | Approvals | Median Size |
|---|---|---|---|
| 1 | 2 | $219,100 | |
| 2 | 1 | $581,000 | |
| 3 | 1 | $238,500 | |
| 4 | 1 | $50,000 | |
| 5 | 1 | $40,000 | |
| 6 | 1 | $81,000 | |
| 7 | 1 | $570,000 | |
| 8 | 1 | $349,000 |
Recent SBA 7(a) approvals for Securities Brokerage in Wisconsin
| Month | Lender | Borrower | Location | Amount |
|---|---|---|---|---|
| 2024-01 | Associated Bank, National Association | Wal*****LLC | MADISON, WI | $100,000 |
| 2024-01 | Associated Bank, National Association | WAL*****LLC | MADISON, WI | $338,200 |
| 2022-06 | Oostburg State Bank | Ces*****mus | SHEBOYGAN, WI | $238,500 |
| 2022-02 | Waukesha State Bank | ROC*****LLC | WEST BEND, WI | $349,000 |
| 2021-04 | Citizens Community Federal National Association | Jon*****erg | Elm Grove, WI | $581,000 |
| 2021-03 | Oak Bank | D.C*****nc. | Madison, WI | $50,000 |
| 2020-08 | Nicolet National Bank | Cav*****LLC | Stevens Point, WI | $40,000 |
| 2020-08 | Town Bank, National Association | Int*****nc. | WAUKESHA, WI | $570,000 |
| 2020-06 | Fox Communities CU | The*****eam | GREEN BAY, WI | $81,000 |
Source: Historical SBA 7(a) lending records. Borrower names partially masked for privacy.
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