Commercial Mortgage Financing Fond Du Lac WI

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

Mr. Joseph W. Stroede, CFP®
(920) 923-6300
69 S Main St
Fond Du Lac, WI
Firm
Ameriprise Financial
Areas of Specialization
Business Succession Planning, Charitable Giving, Estate Planning, Investment Planning, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000



Data Provided By:
Mr. Eric E. Gurholt, CFP®
(920) 923-8400
145 S. Marr Street
Fond du Lac, WI
Firm
Huberty & Associates, S.C.
Areas of Specialization
Accounting, Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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



Data Provided By:
Mr. Mark W. Feucht, CFP®
(920) 921-6288
N6687 Wrightway Dr
Fond Du Lac, WI
Firm
Feucht Financial Group, LLC
Areas of Specialization
Accounting, Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Chad Lee Muehlbauer, CFP®
(920) 921-6288
N6687 Wrightway Dr
Fond Du Lac, WI
Firm
FEUCHT FINANCIAL GROUP, LLC
Areas of Specialization
General Financial Planning, Insurance Planning, Investment Planning, Retirement Income Management, Tax Preparation
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable



Data Provided By:
Ms. Lisa K. Adams, CFP®
(920) 907-2722
N 7640 County Road WH
Fond Du Lac, WI
Firm
Financial Connection
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Education Planning, Investment Management, Investment Planning, Retirement Income Management
Key Considerations
Average Net Worth: $250,001 - $500,000



Data Provided By:
Ms. Jennifer A. Riedeman, CFP®
(920) 906-6824
130 S Main St
Fond Du Lac, WI
Firm
Raymond James
Areas of Specialization
General Financial Planning, Retirement Planning, Securities

Data Provided By:
Mr. Thomas R. Harmsen, CFP®
(920) 907-2990
24 W Pioneer Rd
Fond Du Lac, WI
Firm
Ameriprise Financial Services,
Areas of Specialization
Comprehensive Financial Planning

Data Provided By:
Mr. Shawn L Longley, CFP®
(920) 929-9320
101 Camelot Dr Ste 2A
Fond Du Lac, WI
Firm
Wells Fargo Advisors
Areas of Specialization
Asset Allocation, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Investment Management, Investment Planning, Men's Finances

Data Provided By:
Bridget B Demartino, CFP®
(920) 923-3400
1424 Lynn Ave
Fond Du Lac, WI
Firm
Andrews DeMartino Wealth Strat

Data Provided By:
Mr. James R. Stahl, CFP®
(920) 235-0590
520 N Koeller St
Oshkosh, WI
Firm
Schenck SC
Areas of Specialization
Accounting, Business Succession Planning, Charitable Giving, Divorce Issues, Education Planning, Elder Care, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

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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