Commercial Mortgage Financing La Crosse WI

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

Kevin Mahoney
Financial & Investment Management Group
(608) 779-0300
1837 East Main Street
Onalaska, WI
Expertises
Helping Clients Identify & Achieve Goals, Insurance Related Issues, including Annuities, Estate & Generational Planning Issues, Ongoing Investment Management, Investment Advice without Ongoing Management, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CPA/PFS

Shari Hopkins, CFP®
(608) 784-3904
1516 Losey Blvd So
La Crosse, WI
Firm
Coulee Investment Center located at Coulee Bank
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Mr. Ronald F Ducharme, CFP®
(608) 791-9210
305 Fifth Ave South
La Crosse, WI
Firm
Wells Fargo Advisors
Areas of Specialization
General Financial Planning

Data Provided By:
Mr. Paul A. Block, CFP®
(608) 785-2200
210 7th St S Ste 2
La Crosse, WI
Firm
Block & Kroll Financial
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Bryan F. Tornow, CFP®
(608) 796-0929
700 3rd St N
La Crosse, WI
Firm
Ameriprise Financial Services,

Data Provided By:
Jeffrey Lokken
Financial & Investment Management Group
(608) 779-0300
1837 East Main Street
Onalaska, WI
Expertises
Charitable Giving - Trusts & Foundations, Advising Medical Professionals, Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc

Mr. James M. Thiher, CFP®
(608) 796-4150
313 4th St S
La Crosse, WI
Firm
Merrill Lynch
Areas of Specialization
Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
Mr. Lee P. Bluske, CFP®
(608) 782-5293
100 Harborview Plz Ste C-4
La Crosse, WI
Firm
Mutual of Omaha

Data Provided By:
Mr. David L. Christensen, CFP®
(608) 792-1022
817 28th St S
La Crosse, WI
Firm
Christensen Wealth Management, LLC
Areas of Specialization
Asset Allocation, Charitable Giving, Estate Planning, Insurance Planning, Investment Management, Retirement Planning, Tax Planning

Data Provided By:
Mr. Mark A. Dahlke, CFP®
(608) 788-9800
3628 East Ave S Ste 105
La Crosse, WI
Firm
Wells Fargo Advisors LLC
Areas of Specialization
Wealth Management
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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