Commercial Mortgage Financing Madison WI

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

Michael Dubis
Michael A. Dubis Financial Planning, LLC
(608) 827-6755
10 East Doty Street, Suite 800
Madison, WI
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Advising Medical Professionals, High Net Worth Client Needs, Real Estate Investments, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

William McDonald
Retirement Planning Solutions, LLC
(608) 831-9788
5614 Sandhill Drive
Middleton, WI
Expertises
Middle Income Client Needs, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Ongoing Investment Management, Estate & Generational Planning Issues, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, BS, CPA/PFS

Kathryn Hankard
Fiscal Fitness, LLC
(608) 848-1133
211 E. Verona Avenue, Suite 4
Verona, WI
Expertises
College/Education Planning, Hourly Financial Planning Services, Socially Responsible Investments, Middle Income Client Needs, Retirement Planning & Distribution Rules, Investment Advice without Ongoing Management
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Mr. Paul H Childers, CFP®
(608) 819-0505
2501 W Beltline Hwy Ste 301
Madison, WI
Firm
Ameriprise Financial
Areas of Specialization
General Financial Planning, Wealth Management

Data Provided By:
Ms. Susan H. Axelrod, CFP®
(608) 250-7134
10 East Doty Street
Madison, WI
Firm
Johnson Bank Wealth Management

Data Provided By:
Kurt Krumholz
SVA Wealth Management, Inc.
(608) 831-8181 Ext: 2163
P.O. Box 44966
Madison, WI
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, BBA, CFP®

Shannon Wegner
Wegner Asset Management
(608) 441-9711
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Middleton, WI
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, High Net Worth Client Needs, Middle Income Client Needs, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Ms. Amanda M. Gausewitz, CFP®
(608) 831-3230
2009 W Beltline Hwy
Madison, WI
Firm
Ameriprise Financial Services, Inc.

Data Provided By:
Ms. Lisa M. Andrews, CFP®
(608) 204-5960
10 East Doty Street Suite 823
Madison, WI
Firm
Perk Planning
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Education Planning, Investment Management, Investment Planning, Life Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Government Employees

Data Provided By:
Mr. Michael A. Dubis, CFP®
(608) 827-6755
10 E Doty St Ste 800
Madison, WI
Firm
Michael A. Dubis Financial Planning, LLC
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, General Financial Planning, Intergenerational Planning, Investment Management, Investment Planning
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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