Integrity

Compassion

Experience

Over 60 years combined experience in finance and property solutions

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About Us

An Iowa Real Estate Corporation since 1989,  the Financial Exchange (FEC) mission is to offer  planning and assist with alternative methods to prepare and efficiently transfer business ownership and business property ownership. Initially, FEC was formed to be an Accommodator (Exchange Intermediary) for 1031 transactions.  The direction changed quickly to assisting the owners, owner's advisors and principals to perform due diligence of many organizational profit and tax saving transfer alternatives.  We at FEC feel many owners sacrifice too large of a percentage of transfer proceeds by insufficient organizational transfer profit planning. FEC feels that many owners unnecessarily contribute resulting transfer taxes. FEC incorporates owner proceeds and tax savings advantages into a transfer agreement (that may include a property exchange) by negotiation as a mergers and acquisitions intermediary while considering each party's specific goals.  An owner could choose to sell, lease, merge, acquire, effect a buy-sell agreement, issue stock, or develop an employee stock option plan, now, or in the future. FEC can assist with most alternatives. The ultimate goal is that the owner and the owner's family receive and maintain maximum proceeds and wealth contributing the financial portion of the family legacy plan.

FEC continues to expand to other states and provide assistance to business entities in and outside the USA.  The 1031 FEC Premium TIC Income Investment program and other quality real properties allow USA property owners to save and accumulate wealth by participating in America's popular tax-deferral of property gain.

Principal 1031 FEC

K. B. (Ken) Wheeler IBC  This Logo is the registered trademark of the Tenant-In-Common Association

Since 1983 Ken Wheeler has assisted professional advisors to business owners and principals transitioning stock and asset ownership while considering alternatives to maintain financial and estate planning goals.  Ken feels that tax considerations are second only to what an owner perceives most important for one's family estate plan goals.  A licensed real estate professional for 24 years, and securities licensed for over 21 years yields experience with property transfer, mergers, acquisitions, business plans, master (comprehensive) planning, family legacy planning, business continuation, business valuation, finance and tax-deferred exchanges.  From Iowa, a CSA, tax advantaged specialist, and the principal founder of Financial Exchange Corp and 1031 FEC, Ken is a Member of the Tenant-In-Common Association.

Consultant 1031 FEC NE Iowa, NW Illinois, SE Minnesota, SW Wisconsin

    L. Todd Husmann IBC

Todd Husmann, 1031FEC Property Exchange Consultant, is a Iowa Real Estate Salesperson.  Todd, from Indiana and a graduate of Purdue University in Agriculture Business, has been in agriculture marketing since 1988.  Todd and his family have farm operations near Monticello, Iowa.  For property owners and professionals, in NE Iowa and its surrounding areas, Todd has tax saving and wealth accumulation procedures to utilize as a 1031FEC consultant and premium property locator.

Consultant 1031 FEC South Western USA

John (Jack) E. Lucente IBC

Jack Lucente, M&A Intermediary and Consultant, has managed firms and assisted clients in the securities, finance and real estate industry since 1972.  Raised in Minnesota and a University of Minnesota graduate,  Jack resides in a Phoenix, assisting Southwestern USA business and property principals to transfer ownership with mergers and acquisitions financially advantaged techniques including tax saving procedures utilized as a 1031FEC consultant and premium property locator.

Consultant 1031 FEC - Iowa Golden Circle

James (Jim) S. Tazzioli IBC

From Des Moines, Iowa, Jim Tazzioli has over 30 years experience with multi-residential properties ownership and management.  A University of Iowa graduate with a MA from North Carolina State University, Jim and his family reside in West Des Moines, Iowa.  Jim primarily assists the Des Moines, Iowa, and surrounding area with income property 1031 FEC exchanges and Financial Exchange mergers and acquisitions transfers.

Real Estate Investment Exchange Property Research and Records 1031 FEC vice.  Jim's

Kathleen Young    

              includes mortgage brokerage and customer service communication with compute

Real Estate Administration & Marketing Development 1031 FEC e

Project Due Diligence & Accounting 1031 FEC

Financial Exchange - 1031 FEC

Member

Greater Des Moines Partnership

West Des Moines Chamber of Commerce