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Compare Reverse Mortgage Specialists in Waunakee, WI
Looking for a reverse mortgage specialist in Waunakee? Review the directory below to compare your options.
8 agents listed
Updated May 2026
Waunakee, WI
Important: Listings are compiled from publicly available sources and have not been independently verified by BeforeMortgageUSA.com. We do not endorse any broker or guarantee outcomes. Verify licensing and disciplinary status with the Wisconsin before hiring.
Showing 8 reverse mortgage specialists in Waunakee, WI
Listings are displayed in no particular order and are not ranked by BeforeMortgageUSA. Order does not constitute a recommendation or endorsement of any broker.
Madison Partners
109 South St, Waunakee, WI 53597
6088503400
Marquardt Wealth Management, LLC
1604 Savannah Way, Waunakee, WI 53597
6088509431
Gold Leaf Financial
1001 Arboretum Dr #1b, Waunakee, WI 53597
6088498332
Edward Jones - Financial Advisor: Tammy A Reefe, AAMS®
331 E Main St #103, Waunakee, WI 53597
6088506267
Edward Jones - Financial Advisor: Lauren O'Brien, CFP®|AAMS®|CRPC™
221 S Century Ave, Waunakee, WI 53597
6088496649
Edward Jones - Financial Advisor: Guy D Stratton
114 E Main St #225, Waunakee, WI 53597
6088498891
U.S. Bank-Sei Kidau-Mortgage Branch Manager
127 West Main St, Waunakee, WI 53597
6082327221
US Bank Mortgage
127 West Main St, Waunakee, WI 53597
6088492340
Reverse mortgage specialists in Waunakee, Wisconsin help homeowners aged 62 and older convert home equity into tax-free funds without monthly payments. Wisconsin law requires borrowers to complete a counseling session with a HUD-approved counselor before obtaining a Home Equity Conversion Mortgage (HECM). Local specialists can guide you through the process and explain how Wisconsin property tax deferral programs may interact with reverse mortgages.
What Does a Reverse Mortgage Specialist in Waunakee Cost?
Typical costs for a reverse mortgage in Wisconsin include an origination fee up to 2% of the home value, a mortgage insurance premium of 2% of the appraised value, and third-party fees such as appraisal and title search. Total closing costs often range from 2,000 to 8,000 dollars, depending on the home value and loan type. Costs vary by situation. This is general information, not mortgage or financial advice.
* Cost estimates are general ranges based on publicly available data and compiled using automated research tools. Actual fees vary by agent and case complexity. This is not mortgage or financial advice — consult directly with an agent for fee specifics.
Frequently Asked Questions
What are the age requirements for a reverse mortgage in Waunakee?
Borrowers must be at least 62 years old. For a HECM loan, all borrowers listed on the title must meet this age requirement. Wisconsin law does not add any additional age restrictions beyond federal HUD rules.
Do I need to own my home free and clear to qualify?
No, you do not need to own your home free and clear. You can qualify with an existing mortgage, but the reverse mortgage proceeds must first pay off that mortgage. Wisconsin law requires that the property be your primary residence.
Are reverse mortgage proceeds taxable in Wisconsin?
Reverse mortgage proceeds are not considered income for federal or Wisconsin state tax purposes. They are loan advances, not earnings. However, interest on the loan is not tax deductible until the loan is repaid.
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About Our Listings
Brokers listed on BeforeMortgageUSA.com are compiled from publicly available directories, state mortgage licensing authority records, and business listings. Inclusion does not constitute endorsement. We do not verify broker licensing, disciplinary status, or qualifications. Verify each broker's current standing with the Wisconsin.