What departments does AdvisorLoans have?

AdvisorLoans has employees across 2 departments including Operations, Legal.

What is the largest department at AdvisorLoans?

The largest department at AdvisorLoans is Operations with 1 employees.

Where are AdvisorLoans employees located globally?

AdvisorLoans has employees across 1 continents and 1 countries including United States Of America.

How has AdvisorLoans's team size changed over time?

AdvisorLoans's team has remained stable from approximately 2 to 2 employees based on available data.

AdvisorLoans Employee Directory

BankingColorado, United States2-10 Employees

AdvisorLoans operates in the banking sector, offering independent guidance on Conventional and SBA lending to clients in the independent wealth management industry. The firm handles the loan process from pre-qualification through funding, aiming to support advisors and wealth management firms with financing options for acquisitions, working capital, debt consolidation, transitions, and recruiting. Based in Breckenridge, Colorado, the company emphasizes specialized expertise and experience in advising on lending strategies tailored to wealth management practitioners. The business appears to target broker-dealers, custodians, advisors, and related referral channels, positioning itself as a focused resource for independent SBA lending within this professional space. A noted development in its recent history is securing a substantial amount of conventional lending capital to finance advisor-related transactions and growth activities.

AdvisorLoans Global Highlights

North America
11

United States Of America
11

AdvisorLoans's Leadership

M. D. F.
SVP Of Operations
Mobile Phone
Email
D. K.
Managing Attorney
Mobile Phone
Email

AdvisorLoans Employee Metrics

100%

50%

0%

2026

2025

Business
Human Resources
Accounting
Administrative
Analytics
Other

Contact profiles from AdvisorLoans

Name

Title

Contact Info

Location

Last Update

M. D. F.
SVP Of Operations
Mobile Phone
Email
United StatesMississippi
Oct 23, 2024
D. K.
Managing Attorney
Mobile Phone
Email
UNITED STATES
Oct 22, 2024

Frequently Asked Questions

What is AdvisorLoans known for?

AdvisorLoans was founded in 2015 operates in the Banking industry. The company's main headquarters is located in Breckenridge, Colorado 80424 United States; you can contact the main corporate office by phone at

+1-856-651-****

. Explore AdvisorLoans's company overview page for more information.

What is AdvisorLoans's most common email format?

AdvisorLoans employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more AdvisorLoans email formats with LeadIQ.

How many employees does AdvisorLoans have currently?

AdvisorLoans has approximately 3 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are AdvisorLoans's key employees and leadership?

As of May 2026, AdvisorLoans's key employees include:

SVP Of Operations: M. D. F.
Managing Attorney: D. K.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

AdvisorLoans Employee Directory

Find AdvisorLoans employees' phone numbers or email addresses

Name search is limited — try advanced search instead