For over 14 years PPCLOAN has consistently provided the most attractive financing programs available in the industry. With PPCLOAN you can expect quality service and tailored financing solutions for acquisitions (internal & external), mergers, partnership buy-ins and buy-outs, succession plans, and refinances. Put our knowledgeable and experienced staff to work for you and experience the difference!

 Up to 100% financing  Fixed interest rates  5, 7 and 10-year loan terms  Loans from $100,000+

Loan Application

Download the forms you need to apply for financing today.


Helpful information and resources for Investment Advisor franchise owners and new franchise buyers including Recommended Professionals, Articles and Events.

Sign-up now to automatically receive important emails specific to financing in your industry.

Coming Events

PPCLOAN attends meetings around the country. Please stop by our booth to introduce yourself.

Ameriprise Advisor Growth Conference

September 11-13 in Ft. Lauderdale, FL
Attended by William Dunn & Jeff Horner




Your Loan Team


Dustin Mangone
Director of Investment Advisor Services

Tabitha Hughes
Chief Operating Officer

William Dunn
Senior Analyst

Ashley Marcelle
Senior Closing Coordinator

Christina Baca
Senior Closing Coordinator


25511 Budde Road, Suite 2901 - The Woodlands, TX 77380

Toll Free: 800.456.2779 | Phone: 281.419.0400 | Fax: 281.419.8309 | Email: