Commercial Mortgage Financing Wausau WI

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

Thomas Batterman
Vigil Trust & Financial Fiduciaries
(715) 848-8110
501 3rd Street
Wausau, WI
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS, CTFA, JD

Mr. Gregory H. Schield, CFP®
(715) 421-2910
903 S 17th Avenue
Wausau, WI
Firm
American Express Finl Advisors

Data Provided By:
Mr. Scott E Wildman, CFP®
(715) 843-8504
One Corporate Drive
Wausau, WI
Firm
Stifel Nicolaus
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning, Intergenerational Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Service Professionals

Data Provided By:
Mr. Edward C Fox Iii, CFP®
(715) 849-3697
505 S 24th Ave Ste 304
Wausau, WI
Firm
Ameriprise Financial
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Service Professionals

Data Provided By:
Mr. George S. Hoffman, CFP®
(715) 842-1916
200 Washington Street
Wausau, WI
Firm
Hermening Financial Group

Data Provided By:
Mr. Gregory P. Freeman, CFP®
(715) 848-2911
1 Corporate Dr Ste 602
Wausau, WI
Firm
Stifel Nicolaus
Areas of Specialization
Budget Development, Charitable Giving, 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

Profession: Business Executives

Data Provided By:
Mr. Thomas J. Murphy, CFP®
(715) 848-3474
2610 Stewart Avenue
Wausau, WI
Firm
Midwest Professional Planners
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Investment Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Kevin J. Snow, CFP®
(715) 848-3778
1907 N Mountain Rd
Wausau, WI
Firm
Equity Design Group

Data Provided By:
Ms. Karen J. Giese, CFP®
(715) 849-9898
2620 Stewart Ave Ste 116
Wausau, WI
Firm
Wells Fargo Financial Advisors
Areas of Specialization
Retirement Income Management, Retirement Planning, Risk Management, Securities, Small Business Planning, Social Security Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Ms. Marilyn K. Sauer, CFP®
(715) 261-4819
500 1st St Ste 6000
Wausau, WI
Firm
Robert W. Baird & Co.

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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