Whelan & Associates Wealth Management Company

$49,167 PPP Loan in Waukee, Iowa

Loan Details

Loan Number
1737738704
Date Approved
Mar 27, 2021
Loan Status
Paid in Full
Initial Approval
$49,167
Current Approval
$49,167
Forgiveness Amount
$49,396
Forgiveness Date
Sep 14, 2021
Term
60 months
Draw
First Draw

Business Information

Business Name
Whelan & Associates Wealth Management Company
Address
14225 University Ave Ste 200
City
Waukee
State
Iowa
ZIP Code
50263-8294
Business Type
Subchapter S Corporation
Industry (NAICS)
Finance and Insurance (523120)
Business Age
Existing or more than 2 years old
Jobs Reported
3
Estimated Revenue
<$5M
Rural/Urban
Rural
Congressional District
IA-03

Loan Use Breakdown

Payroll
$49,161
Utilities
$1

Lender Information

Servicing Lender
Fidelity Bank
Originating Lender
Fidelity Bank

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