Commercial Mortgage Financing Marshfield WI

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

Mr. Lee R. Rothamer, CFP®
(715) 387-0771
101 W McMillan St
Marshfield, WI
Firm
Financial Investors of Wiscons
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Retirement Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Jay D. Erickson, CFP®
(715) 387-3000
1209 E. Blodgett St.
Marshfield, WI
Firm
Greater Financial Services SC
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues
Key Considerations
Average Net Worth: $100,001 - $250,000

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



Data Provided By:
Lawrence W Nack, CFP®
(715) 486-2181
725 S Central Ave
Marshfield, WI
Firm
Pioneer Investment Center
Areas of Specialization
Comprehensive Financial Planning, Divorce Issues, Education Planning, Insurance Planning, Investment Management, Long-Term Care, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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



Data Provided By:
Ms. Georgette Frazer, CFP®
D1366 Mann St
Marshfield, WI
Firm
First Affirmative Financial Network
Areas of Specialization
Comprehensive Financial Planning, Education Planning, General Financial Planning, Investment Management, Investment Planning, Life Planning, Small Business Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided By:
Wells Fargo - Edgar
(715) 352-2341
818 N 3Rd Ave
Edgar, WI
Type
Branch
Office Hours
Mon-Fri 08:30 AM-06:00 PM
Sat 09:00 AM-12:00 PM
Sun Closed

Mr. James E. Bartelt, CFP®
(715) 389-7272
400 S Chestnut Ave
Marshfield, WI
Firm
Associated Trust Co

Data Provided By:
Mr. Gregory Charles Tamason, CFP®
(715) 486-3017
101 W. 4th Street
Marshfield, WI
Firm
M&I Brokerage Services, Inc.
Areas of Specialization
General Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Mr. Joel E. Sproul, CFP®
(715) 203-1322
252 S. Central Ave
Marshfield, WI
Firm
Kronos Wealth Management
Areas of Specialization
Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Medical/Dental Professionals

Data Provided By:
Ms. Tania M. Meyer, CFP®
(715) 387-8700
1204 S Oak Ave
Marshfield, WI
Firm
Ameriprise Financial Services,
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Investment Management

Data Provided By:
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

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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