SBA Loans for Insurance Agencies and Brokerages in Wisconsin: Top Lenders
NAICS 524NAICS 524 covers insurance agencies and brokerages businesses in Wisconsin. Based on historical SBA 7(a) lending data.
Total Approvals
13
in Wisconsin
Median Loan Size
$235,800
per approval
Recent Activity
1
last 90 days through Nov 2025
NAICS 524 covers insurance agencies and brokerages businesses. This is a smaller category in SBA 7(a) lending with 13 approvals on record and a median loan size of $235,800.
Key trends & insights
- Insurance Agencies and Brokerages in Wisconsin lending is concentrated — THE Huntington National Bank, U.s. Bank, National Association, Forward Bank together account for 54% of all approvals. If you're in this industry, these are your highest-probability lenders.
- THE Huntington National Bank leads this industry with 3 approvals (23% market share) and a median loan of $350,000.
Most active SBA lenders for Insurance Agencies and Brokerages in Wisconsin
| # | Lender | Approvals | Median Size |
|---|---|---|---|
| 1 | 3 | $350,000 | |
| 2 | 2 | $140,550 | |
| 3 | 2 | $200,000 | |
| 4 | 1 | $225,000 | |
| 5 | 1 | $645,000 | |
| 6 | 1 | $65,000 | |
| 7 | 1 | $293,500 | |
| 8 | 1 | $235,800 | |
| 9 | 1 | $292,500 |
Recent SBA 7(a) approvals for Insurance Agencies and Brokerages in Wisconsin
| Month | Lender | Borrower | Location | Amount |
|---|---|---|---|---|
| 2025-11 | U.S. Bank, National Association | Tim*****nc. | KENOSHA, WI | $206,100 |
| 2024-11 | Frandsen Bank and Trust | Mou*****LLC | Chippewa Falls, WI | $276,000 |
| 2024-09 | Banesco USA | Hor*****nc. | SUN PRAIRIE, WI | $500,000 |
| 2024-07 | First Bank of the Lake | IB***nc. | MILWAUKEE, WI | $5,000,000 |
| 2024-04 | Forward Bank | RJ *****LLC | SCHOFIELD, WI | $150,000 |
| 2024-04 | Forward Bank | Kre*****nc. | SCHOFIELD, WI | $250,000 |
| 2023-10 | Colony Bank | LIG*****NCE | WEST BEND, WI | $51,800 |
| 2023-09 | U.S. Bank, National Association | INN*****INC | MIDDLETON, WI | $500,000 |
| 2023-09 | Community State Bank | Ame*****nce | BURLINGTON, WI | $184,500 |
| 2023-08 | Associated Bank, National Association | See*****LLC | Milwaukee, WI | $100,000 |
| 2023-05 | Security Financial Bank | Sum*****LLC | Suamico, WI | $675,000 |
| 2023-03 | IncredibleBank | Dab*****LLC | WAUSAU, WI | $815,000 |
| 2023-02 | Community State Bank | A. *****nc. | Lake Geneva, WI | $65,000 |
| 2023-02 | U.S. Bank, National Association | B D*****LLC | MILWAUKEE, WI | $40,000 |
| 2023-01 | Byline Bank | Pei*****nc. | GREEN BAY, WI | $453,000 |
| 2022-06 | IncredibleBank | Bre****LLC | ANTIGO, WI | $500,000 |
| 2022-05 | Cleveland State Bank | Onw*****LLC | GREEN BAY, WI | $293,500 |
| 2022-05 | Fortifi Bank | Mid*****LLC | GREEN BAY, WI | $225,000 |
| 2022-05 | First National Community Bank | Kor*****LTD | HUDSON, WI | $150,000 |
| 2022-04 | Hiawatha National Bank | Asp*****LLC | GRANTSBURG, WI | $50,000 |
| 2022-04 | Hiawatha National Bank | Asp*****LLC | GRANTSBURG, WI | $1,750,000 |
| 2022-02 | Bank First, N.A. | Led*****LLC | Fond du Lac, WI | $937,000 |
| 2022-02 | Live Oak Banking Company | Sag*****nc. | BRODHEAD, WI | $530,000 |
| 2021-11 | The Huntington National Bank | Tit*****LLC | Sun Prairie, WI | $20,000 |
| 2021-11 | The Huntington National Bank | A t*****LLC | Sun Prairie, WI | $845,500 |
| 2021-11 | U.S. Bank, National Association | DAV*****LLC | MADISON, WI | $40,000 |
| 2021-11 | U.S. Bank, National Association | LIE*****ORS | MEQUON, WI | $75,000 |
| 2021-09 | Byline Bank | HCD*****LLC | BROOKFIELD, WI | $950,000 |
| 2021-09 | The Huntington National Bank | Lof*****LLC | Waukesha, WI | $186,000 |
| 2021-08 | The Huntington National Bank | Lof*****LLC | Waukesha, WI | $350,000 |
| 2021-06 | Citizens Community Federal National Association | Rya*****LLC | La Crosse, WI | $235,800 |
| 2021-03 | Community State Bank | Edw*****.C. | Burlington, WI | $50,000 |
| 2021-03 | U.S. Bank, National Association | MON*****ONS | ELKHORN, WI | $10,000 |
| 2021-03 | Community State Bank | Ste*****LLC | Kenosha, WI | $25,000 |
| 2020-09 | U.S. Bank, National Association | RYA*****INC | BROOKFIELD, WI | $98,000 |
| 2020-06 | Oostburg State Bank | Key*****nc. | Sheboygan, WI | $292,500 |
| 2019-12 | Live Oak Banking Company | Sag*****nc. | BRODHEAD, WI | $645,000 |
Source: Historical SBA 7(a) lending records. Borrower names partially masked for privacy.
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