We offer custom lending solutions therefore fewer restrictions and lower costs compared to similar SBA loans. Additionally, every loan is tailored to your individual practice and needs to provide the best financial advisor loans in the industry!
Industry leading rates and terms exclusively for financial advisors, broker dealers and registered investment advisors.
*Rates starting at 5.45%, amortized over 7-10 years (subject to change)
Helping you finance your financial advisor practice needs; acquisitions, partner buyouts, recruiting and debt refinancing. Our ability to provide conventional lending solutions makes us your premier group for financial advisor loans.
Talk with one of our experienced loan specialists today!
333 South 7th Street, Suite 2100, Minneapolis, MN 55402
Monday - Friday: 8:00 am - 5:00 pm