Commercial Mortgage Financing Stillwater MN

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

Nate Wenner
Wipfli Hewins Investment Advisors, LLC
(651) 766-2869
8665 Hudson Blvd N
St. Paul, MN
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Advising Medical Professionals, Women's Financial Planning Issues, High Net Worth Client Needs, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, CIMA, CPA/PFS

Jonathan Jaranson
PrairieView Partners, LLC
(651) 233-1100
413 Wacouta Street, Suite 300
St. Paul, MN
Expertises
Ongoing Investment Management, High Net Worth Client Needs, Retirement Plan Investment Advice, Estate & Generational Planning Issues, Tax Planning, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, CFP®

Lauri Salverda
Clerestory Advisors, Inc.
(651) 209-2610
750 Main Street, Suite 215
Mendota Heights, MN
Expertises
Ongoing Investment Management, Middle Income Client Needs, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Estate & Generational Planning Issues, Planning Issues for Unmarried & Same-Sex Couples
Certifications
NAPFA Registered Financial Advisor, CDFA, CFA, CFP®

Mr. Rhett Paul Neuman, CFP®
(651) 430-5545
350 Main St N Unit 106
Stillwater, MN
Firm
RBC Wealth Management

Data Provided By:
Brian Scheel, CFP®
6001 Stillwater Blvd N
Stillwater, MN
Firm
US Bancorp Investments
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits, Estate Planning

Data Provided By:
Charles Buck
Buck Financial Advisors, LLC
(651) 330-3585
9733 Wellington Ridge
Woodbury, MN
Expertises
Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Newlyweds & Novice Investors, Helping Clients Identify & Achieve Goals, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®

Thomas Alf
Clerestory Advisors, Inc.
(651) 209-2610
750 Main Street, Suite 215
Mendota Heights, MN
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Planning Issues for Unmarried & Same-Sex Couples, Divorce Planning
Certifications
NAPFA Registered Financial Advisor, CDFA, CFP®, CPA

Robert Rogers
Rogers Financial Advisory, LLC
(612) 379-7692
143 Orlin Avenue, SE
Minneapolis, MN
Expertises
Ongoing Investment Management, College/Education Planning, Retirement Planning & Distribution Rules, Planning Issues for Unmarried & Same-Sex Couples
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, MA, PhD

Ms. Elizabeth A. Strong, CFP®
(651) 430-5510
350 N Main Street
Stillwater, MN
Firm
RBC Wealth Management
Areas of Specialization
Estate Planning, General Financial Planning, Investment Planning, Retirement Income Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Mr. Paul J Dinzeo, CFP®
(952) 905-9119
3145 Ilo Way
Stillwater, MN
Firm
Sawmill Trust Company
Areas of Specialization
Accounting, Estate Planning, Legal Advice, Tax Planning, Tax Preparation

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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