Commercial Mortgage Financing Lake Geneva WI

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

Mr. Jason G. Kamler, CFP®
(262) 245-2900
431 Geneva National Ave S
Lake Geneva, WI
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Asset Allocation, Education Planning, Insurance Planning, Investment Management, Investment Planning, Life Planning, Life Transitions
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Business Executives

Data Provided By:
Mr. Timothy R. Bliss, CFP®
(262) 728-4000
610 E Walworth Ave
Delavan, WI
Firm
Ameriprise Financial

Data Provided By:
Mr. Todd D. Sprecher, CFP®
(262) 767-5671
1000 Milwaukee Ave
Burlington, WI
Firm
BMO Harris Financial Advisors
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Not Applicable

Data Provided By:
Ms. Amy L. Barrett, CFP®
(815) 529-7527
7919 Schmidt St
Spring Grove, IL
Firm
Barrett Wealth Connection LLC
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Mr. Charles E. Boe, CFP®
(815) 338-9400
1216 N Seminary Ave
Woodstock, IL
Firm
Boe, Hanlin & Emery Group, LLC
Areas of Specialization
Asset Allocation, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning, Securities, Sudden Wealth Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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



Data Provided By:
Mr. David E. Werner, CFP®
(847) 323-9677
840 Woodland Ct Unit 1
Fontana, WI
Firm
Werner Financial Services

Data Provided By:
Ms. Irene M. Vilona-Labonne, CFP®
(262) 728-2202
517 E Walworth Ave
Delavan, WI
Firm
Financial Advisors, Inc

Data Provided By:
Clay W Brandt, CFP®
(262) 763-8488
141 W. Chestnut Street
Burlington, WI
Firm
Wells Fargo
Areas of Specialization
Education Planning, General Financial Planning, Investment Planning, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Ronald T. Burlingame, CFP®
(815) 337-4210
1750 S Eastwood Dr
Woodstock, IL
Firm
Amerprise Finacial
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Mr. Timothy J. O'Connor, CFP®
(815) 337-9470
2424 Lake Shore Dr
Woodstock, IL
Firm
Wells Fargo Advisors
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Estate Planning, Intergenerational Planning, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

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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