Commercial Mortgage Financing Ankeny IA

Looking for Commercial Mortgage Financing in Ankeny? We have compiled a list of businesses and services around Ankeny that should help you with your search. We hope this page helps you find Commercial Mortgage Financing in Ankeny.

Wayne Van Heuvelen
Horizon Consulting & Investment Services, Inc.
(515) 252-0796
2400 86th Street, Suite 19
Urbandale, IA
Expertises
Ongoing Investment Management, High Net Worth Client Needs, Hourly Financial Planning Services, Tax Planning, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, JD, MA

Johnne Syverson
Syverson Strege & Company
(515) 225-6000
4400 Westown Parkway, Suite 405
West Des Moines, IA
Expertises
High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives, Planning Issues for Business Owners, Charitable Giving - Trusts & Foundations, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, AEP, CAP, CFP®, ChFc, CLU, MSFS

David Strege
Syverson Strege & Company
(515) 225-6000
4400 Westown Parkway, Suite 405
West Des Moines, IA
Expertises
High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives, Planning Issues for Business Owners, Charitable Giving - Trusts & Foundations, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®

Mr. Brian D. Herbel, CFP®
(515) 964-1010
917 E 1st St Ste D
Ankeny, IA
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Estate Planning, Insurance Planning, Investment Management, Retirement Income Management, Retirement Planning

Data Provided By:
Mr. Steven L. Kane, CFP®
(515) 270-2727
5526 NW 86th St Ste A
Johnston, IA
Firm
Kane Company, P.C.
Areas of Specialization
Accounting, Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Estate Planning, Tax Planning, Tax Preparation
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Walt Mozdzer
Syverson Strege & Company
(515) 225-6000
4400 Westown Parkway, Suite 405
West Des Moines, IA
Expertises
High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives, Planning Issues for Business Owners, Charitable Giving - Trusts & Foundations, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Brian McKibban
Syverson Strege & Company
(515) 225-6000
4400 Westown Parkway, Suite 405
West Des Moines, IA
Expertises
High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives, Planning Issues for Business Owners, Charitable Giving - Trusts & Foundations, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Mr. Larry Verne Weigel, CFP®
(515) 577-1953
2315 SE Meadow View Ct
Ankeny, IA
Firm
Mr. Larry V. Weigel CFP

Data Provided By:
Mr. William J. Warren, CFP®
(515) 457-1222
P O Box 492
Johnston , IA
Firm
Central Financial
Areas of Specialization
Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning

Data Provided By:
Mr. Loren J. Merkle, CFP®
(515) 727-1717
6165 NW 86th St
Johnston, IA
Firm
WM Wealth Management
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Insurance Planning, Investment Management, Retirement Income Management
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000



Data Provided By:
Data Provided By:

Documents to Prepare for Commercial Mortgage Financing

Banks and financial lenders require documentation to be submitted with commercial mortgage financing applications. As a general requirement, they ask for documents pertaining to the borrower's income and assets. Documentation requirements vary depending on the type of loan and its purpose.

Below is a checklist of common documentation requirements that you may use when preparing to get commercial mortgage financing . Not all may actually be required but you should at least have an idea of how to produce the documents should it be asked. The lender may request for original copies in order to validate your documents, but the originals will be returned after taking photocopies for their records.

Verification of Income Signed tax returns (1040's) or W2 forms - latest or past two filings Pay Stubs - the latest monthly pay stub (four stubs for weekly pay) Verification of Social Security and/or Pension benefits Rental Agreements or Leases (investment properties) Asset account statements (for past two months) where down payment is coming from (if purchasing) Verification of Assets Most recent bank statement (could be for 6, 12 or 24 month period) Stocks and/or Bonds dividends statements Gift letter (stating amount and date funds were transferred along with donor information) 401k statement (retirement savings) Loan Type Transaction Purchase Agreement contract Legal description of property (from site survey or existing title commitment) Copy of existing Site Survey Copy of recent property tax bills Hazard Insurance information sheet Verification of Mortgage / Land Contract / Rent Payment history for past 12 months Address of Investor or copy of payment coupon with address Home Improvement / Construction Plans and Specifications Construction Contract with licensed builder Copy of deed and survey for land owned Builder information Old appraisal info (if applicable) In addition some other miscellaneous documents may be required. For example,...

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