FranchiseRanked

Ameriprise Financial

Business & Professional ServicesSBA loans FY2020–FY2026

102

SBA Loans

$101.7M

Total Financed

$997K

Avg Loan Size

—

YoY Loan Growth

How Ameriprise Financial Compares

  • Ranks #3 of 241 Business & Professional Services brands by SBA loan count (#70 of 3,543 overall).
  • Its average loan of $997K is 299% above the Business & Professional Services median of $250K.
  • Its 0.0% charge-off rate compares to a 2.1% average across all Business & Professional Services brands.

SBA Loan Activity by Fiscal Year

Fiscal YearLoansTotal Financed
FY202045$48.0M
FY202131$35.5M
FY20229$8.9M
FY202310$6.7M
FY20241$200K
FY20255$2.3M
FY20261$150K

FY2026 may be a partial year -- the SBA dataset is refreshed quarterly and the most recent fiscal year is often incomplete.

Where Ameriprise Financial Is Getting SBA-Financed

California11 loans · $16.0MFlorida10 loans · $7.9MMichigan6 loans · $7.0MTexas6 loans · $9.1MPennsylvania5 loans · $1.7MNew York4 loans · $1.7MMinnesota4 loans · $5.9MArizona4 loans · $5.2MOhio4 loans · $2.7MWashington3 loans · $2.7MGeorgia3 loans · $2.9MOregon3 loans · $3.8MIowa3 loans · $1.3MLouisiana3 loans · $730KWisconsin3 loans · $2.5M

Recent SBA-Financed Ameriprise Financial Locations

Borrower names and amounts as reported in the SBA's public 7(a) loan dataset.

Serratelli Financial Group LLCBethlehem, PA
$150,0002026-04-27
KB Hunter Holdings LLCFORT SMITH, AR
$185,0002025-09-02
Nate Thomas ColbertSIOUX CITY, IA
$450,0002025-02-20
Matthew Johnson BoutsPlymouth, MN
$592,6002024-12-12
Olimal Company L.L.C.SHREVEPORT, LA
$200,0002024-11-25
Jamie D WingfieldTAMPA, FL
$835,0002024-11-05
Amta LLCColumbus, OH
$200,0002024-04-02
Ryan InouyeHONOLULU, HI
$1,471,0002023-07-06
Trebliq, LLCAIKEN, SC
$1,395,0002023-05-30
RLC 2019, CorpWINTER GARDEN, FL
$300,0002023-05-09
RLC 2019, CorpWINTER GARDEN, FL
$225,0002023-05-08
RS HANLEY, INC.MOBILE, AL
$250,0002023-04-17
SRA Team LLCBOCA RATON, FL
$490,0002023-04-07
Craig Steven LandersPEORIA, AZ
$250,0002023-03-16
Kevin L EhlersPEORIA, AZ
$500,0002023-02-06
Erik RosvoldHOPKINS, MN
$690,0002023-01-23
Douglas William KenoyerARLINGTON, WA
$1,100,0002022-12-21
Jonathan Lane BlakelockKINGWOOD, TX
$1,352,0002022-09-28
Bret Chernow Consulting IncBoca Raton, FL
$1,198,0002022-09-16
Cheryl Nelson BoydARVADA, CO
$2,250,0002022-04-29
Sua Sponte Partners, LLCSEVEN HILLS, OH
$650,0002022-04-07
Jared J KleinbrookMiddleton, WI
$788,4002022-03-31
Douglas William KenoyerARLINGTON, WA
$506,0002022-03-07
Steven JennessDECATUR, IL
$420,0002022-02-16
Ameriprise FinancialDELPHOS, OH
$296,0002022-01-24

Frequently Asked Questions

Is Ameriprise Financial growing or shrinking?

Ameriprise Financial doesn't have enough SBA loan activity in both FY2025 and FY2026 to calculate a reliable year-over-year trend. For context, it ranks #3 of 241 Business & Professional Services brands by total SBA loan count since FY2020 -- a snapshot of scale, if not of trend.

How much does it cost to open a Ameriprise Financial franchise?

We don't have that figure -- investment ranges and fees come from a franchisor's Franchise Disclosure Document (FDD), which this site doesn't parse (see methodology). The average SBA loan size of $997K (299% above the typical Business & Professional Services brand's $250K) is a rough proxy, but SBA loans often cover only part of total investment.

What's the SBA loan default rate for Ameriprise Financial?

0 of 102 SBA loans to Ameriprise Financial franchisees (0.0%) have been charged off since FY2020, compared to 2.1% across all Business & Professional Services brands.

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Planning to finance a business & professional services purchase?

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Source: SBA 7(a) FOIA loan dataset. View dataset