FINANCIAL EXCHANGE

1031 FEC

TAX ADVANTAGED ASSETS SPECIALISTS

 

Wealth Preservation & Growth

K. B. (Ken) Wheeler

CEO, Financial Exchange 1989 - Current  

1031.1033.1035.1036.721 Exchange Consultant 1986 - Current       

Tax Advantaged Specialist 1986 - Current    

Mergers & Acquisitions Intermediary 1986 - Current 

Registered Representative 1986 - Current

Iowa Real Estate Broker 1984 - Current

Commercial General Contractor 1967 - 1983

                                        

310 Northeast Ewing Street  

Grimes (Des Moines), Iowa 50111

Voice: 515.986.9266   National: 800.333.0801

Fax: 888.898.6009    Mobile: 515.238.9266

 

Thank you for visiting my Internet Business Card© (IBC).  Your inquiries are invited.

E-mail Ken 

 

PRODUCTS AND SERVICES
  • Asset Transfer Plan Consultation

  • Asset Transfer Information Accumulation  

  • Business Plan Review

  • Strategic Comprehensive Business Planning - Master Plan Development

  • Business Ownership Coaching

  • Asset Valuation

  • Retirement Benefit Analysis

  • Financial-Estate-Philanthropic Planning Projection

  • Business Continuation - Succession Alternatives  

  • Asset Accumulation, Preservation and Transfer Alternatives

  • Environmental and Geological Control Assistance

  • Asset & Financial Prospectus Organization for Mergers and Acquisitions-Transfer Review  

  • Connection and Qualification of Prospective Buyers, Sellers, Lessees & Business Partners

  • Tax-Advantaged Asset Transfer Structuring

  • 1031-721 and Other Tax-Deferred Exchange Alternatives   

  • Financing Alternatives Consultation and Assistance  

  • Asset Transfer Contract Intermediation-Negotiations

  • Employee Transition Considerations

  • Customer-Client Transition Considerations

  • Business/Property Closing Transaction Assistance

  • Post-Asset Transfer Service  

 

FINANCE

Guaranteed Investment Contracts       Business Buyout Funding Contracts      1031 - 721 Exchange Investments

 

1031 Exchange Premium Income Properties

 

Request Information about INVESTMENT OPPORTUNITIES for ACCREDITED INVESTORS and Other Investors    E-mail Ken 

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FINANCIAL EXCHANGE

310 Northeast Ewing Street  

Grimes (Des Moines), Iowa 50111

Voice: 515.986.9266   National: 800.333.0801

Fax: 888.898.6009

 

1031 FEC Web Site

 

 

DISCLAIMER

This material is for information purposes only and does not constitute an offer or a solicitation to purchase or sell securities.  Information contained herein is done for the purpose of introduction and general product education and is provided on a best efforts basis from publicly available sources and is not guaranteed to be accurate.  Certain properties require inquiries by Accredited Investors.



Formal inquiries must refer to a specific Private Placement Memorandum and/or Prospectus for specific and detailed information.  All potential investors must read the Memorandum and/or Prospectus, and no person may invest without acknowledging receipt and complete review of the Memorandum and/or Prospectus.  Private Placement Investments suitable for accredited or qualified investors only.

When considering an investment past performance is no guarantee of future results.

Kenneth Wheeler is a Registered Representative with Securities offered through Workman Securities Corporation, 6500 City West Parkway, Suite 350, Eden Prairie, Minnesota 55344, Member FINRA/SIPC; Financial Exchange and 1031 FEC are independent and are not associated with, a subsidiary, affiliated, or controlled by Workman Securities Corporation.  For help with financial services please contact Kenneth Wheeler at telephone 515-986-3581 or at E-mail address kwheeler@workmansecurities.com. Kenneth Wheeler is licensed in the state of Iowa, Indiana, Nebraska, California and Alabama for the sale of securities products.

Information at this 1031 FEC web site does not constitute an offer to buy or sell securities.  An offer to buy or sell securities can only be made through an offering memorandum.  Financial Exchange and 1031 FEC offer full service real estate consultant and property locater services that do not include securities investments.  Financial Exchange is an Iowa corporation licensed as an Iowa Real Estate Broker Corporation.  Kenneth Wheeler is a licensed Iowa Real Estate Broker.

 Financial Exchange - 1031 FEC and Kenneth Wheeler recommend that one's consideration of investment be counseled by a qualified tax advisor familiar with one's personal and business asset position.


Transactions subject to the  U. S. A. PATRIOT ACT

E-mail Ken 

1031FEC Home Page

Financial Exchange Home Page

 

Financial Exchange

Member

Greater Des Moines Partnership

 

One's property of value inevitably transfers ownership, with or without one's wishes.  

Prepare now to save your family wealth.  Ken Wheeler

 

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