AdvisorLoans Employee Directory

BankingColorado, United States2-10 Employees

AdvisorLoans provides our clients in the independent wealth management industry with independent guidance on Conventional and SBA lending, and then navigates the loan process from pre-qualification to funding. 

Thanks to the advisors and firms who use us, the broker dealers, custodians, advisors, and third parties that refer us, and to the dedicated focus from our SBA lenders, AdvisorLoans is the #1 independent SBA lending resource in the wealth management space. 

We believe that proven expertise and experience matters when advising an advisor on their lending options and financing leveraging strategies.

This combination of expertise, experience and our passion for closing loans, is the foundation of the value proposition we offer, and differentiates us in wealth management industry lending.

Find AdvisorLoans employees' phone numbers or email addresses

AdvisorLoans Global Highlights

North America
10

United States Of America
10

AdvisorLoans's Leadership

D. M.
Founder
Mobile Phone
Email
C. S.
President
Mobile Phone
Email
M. D. F.
SVP Of Operations
Mobile Phone
Email
C. W.
Hr & Payroll Manager
Mobile Phone
Email
M. M.
Account Manager
Mobile Phone
Email
D. K.
Managing Attorney
Mobile Phone
Email
S. A.
Loan Specialist
Mobile Phone
Email

Contact profiles from AdvisorLoans

Name

Title

Contact Info

Location

Last Update

D. M.
Founder
Mobile Phone
Email
United StatesColorado
Mar 12, 2024
C. S.
President
Mobile Phone
Email
United StatesColorado
Mar 05, 2024
M. D. F.
SVP Of Operations
Mobile Phone
Email
United StatesMississippi
Oct 23, 2024
C. W.
Hr & Payroll Manager
Mobile Phone
Email
United StatesColorado
Nov 12, 2025
M. M.
Account Manager
Mobile Phone
Email
United StatesColorado
Aug 01, 2025
D. K.
Managing Attorney
Mobile Phone
Email
UNITED STATES
Oct 22, 2024
S. A.
Loan Specialist
Mobile Phone
Email
United StatesColorado
Oct 16, 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 US; 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 2 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are AdvisorLoans's key employees and leadership?

As of October 2025, AdvisorLoans's key employees include:

Founder: D. M.
President: C. S.
SVP Of Operations: M. D. F.
Hr & Payroll Manager: C. W.
Account Manager: M. M.

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