Lifelong Wealth Advisors Inc.
4th Avenue, Minneapolis, MN 55415 · Investment Advice (NAICS 523930)
Loan Summary
Source: SBA FOIA Loan-Level DataTotal Loans
3
Total Amount
$8.7M
Jobs Supported
16
Years Active
2015–2017
Loan History (3)
Source: SBA FOIA7(a)$3,700,000
Exempt
- Approved
- Dec 21, 2016 (FY2017)
- SBA Guaranteed
- $2,775,000 (75%)
- Term
- 120 months (10.0 yrs)
- Interest Rate
- 5.00%
- Revolver
- 0
- Jobs Supported
- 8
- Business Type
- Corporation
- Industry
- Investment Advice (NAICS 523930)
Lender
North American Banking Company
2230 Albert St North, Roseville, MN 55113
Project Location
Hennepin County, MN
7(a)$350,000
Paid in Full
- Approved
- Sep 19, 2016 (FY2016)
- SBA Guaranteed
- $175,000 (50%)
- Term
- 84 months (7.0 yrs)
- Interest Rate
- 4.50%
- Revolver
- 1
- Business Type
- Corporation
- Industry
- Investment Advice (NAICS 523930)
- Paid in Full
- Feb 29, 2024
Lender
North American Banking Company
2230 Albert St North, Roseville, MN 55113
Project Location
Hennepin County, MN
7(a)$4,630,000
Paid in Full
- Approved
- Dec 19, 2014 (FY2015)
- SBA Guaranteed
- $3,472,500 (75%)
- Term
- 120 months (10.0 yrs)
- Interest Rate
- 5.50%
- Revolver
- 0
- Jobs Supported
- 8
- Business Type
- Corporation
- Industry
- Investment Advice (NAICS 523930)
- Paid in Full
- Jan 31, 2017
Lender
Live Oak Banking Company
1741 Tiburon Dr, Wilmington, NC 28403
Project Location
Hennepin County, MN
Business Details
- Business Type
- Corporation
- NAICS Code
- 523930 — Investment Advice
- Address
- 4th Avenue
Minneapolis, MN 55415
Lenders
- North American Banking Company
- 2230 Albert St North, Roseville, MN 55113
- Live Oak Banking Company
- 1741 Tiburon Dr, Wilmington, NC 28403