Commercial Mortgage Financing Rice Lake WI

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

Mr. Stephen W. Bowman, CFP®
(715) 434-0440
738 N Wilson Ave
Rice Lake, WI
Firm
Business & Estate Advisers Inc

Data Provided By:
US Bank - Rice Lake Main Office
(715) 234-9121
138 N Main St
Rice Lake, WI
Drive Up Hours
Mon 07:45 am to 05:30 pm
Tue 07:45 am to 05:30 pm
Wed 07:45 am to 05:30 pm
Thur 07:45 am to 05:30 pm
Fri 07:45 am to 05:30 pm
Sat 07:45 am to 12:00 pm

US Bank - Rice Lake Cumberland Office
(715) 822-3311
1485 2nd Ave
Cumberland, WI
Languages
Spanish
Drive Up Hours
Mon 07:45 am to 04:30 pm
Tue 07:45 am to 04:30 pm
Wed 07:45 am to 04:30 pm
Thur 07:45 am to 04:30 pm
Fri 07:45 am to 06:00 pm
Sat 07:45 am to 12:00 pm

Wealth Management Group, LLC
(715) 822-4888
1328 2nd Avenue
Cumberland, WI
Firm
Wealth Management Group, LLC
Expertises
Retirement, Estate, and Financial Planning

Mark Ziety
Shakespeare Wealth Management Inc.
(262) 814-1600
N22 W27847 Edgewater Drive
Pewaukee, WI
Expertises
Advising Medical Professionals, Estate & Generational Planning Issues, Middle Income Client Needs, High Net Worth Client Needs, Planning Issues for Business Owners, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Mr. Brian T. Niemann, CFP®
(715) 822-4888
1328 2nd Avenue
Cumberland, WI
Firm
Wealth Management Group, LLC
Areas of Specialization
Asset Allocation, Banking, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



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US Bank - Rice Lake Cedar Mall Office
(715) 234-8212
2950 S Main St
Rice Lake, WI
Drive Up Hours
Mon 08:30 am to 05:00 pm
Tue 08:30 am to 05:00 pm
Wed 08:30 am to 05:00 pm
Thur 08:30 am to 05:00 pm
Fri 08:30 am to 05:00 pm
Sat 08:30 am to 12:00 pm

US Bank - Rice Lake Almena Office
(715) 357-3228
243 US Highway 8
Almena, WI
Drive Up Hours
Mon 08:30 am to 04:00 pm
Tue 08:30 am to 04:00 pm
Wed 08:30 am to 04:00 pm
Thur 08:30 am to 04:00 pm
Fri 08:30 am to 05:30 pm
Sat 08:30 am to 11:00 am

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®

Paula Hogan
Hogan Financial Management, LLC
(414) 352-9111
250 W. Coventry Court, Suite 202
Milwaukee, WI
Expertises
Helping Clients Identify & Achieve Goals, Financial Issues Between Generations, Ongoing Investment Management, Advising Medical Professionals, College/Education Planning, Cash Flow/Budgets/Credit Issues
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, MS

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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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