1031FEC - FINANCIAL EXCHANGE - FIRST EXECUTIVE
Wealth Preservation & DEVELOPMENT
K. B. (Ken) Wheeler
National Capital Assets Dealer 2016 - Current
Florida Real Estate Broker 2013 - Current
Bridge-Mezzanine-Land-Corporate-Construction Loans 2013 - Current
§1031.1033.1035.1036.721 Exchange Consultant 1031FEC 1986 - Current
Investment Advisor Representative, 2011 - 2012
Investment Bank Consultant 2000 - Current
CEO, Financial Exchange 1989 - Current
Registered Representative 1986 - 2010
Tax Advantaged Asset Specialist 1986 - Current
Iowa Real Estate Broker 1984 - Current Inactive
Mergers & Acquisitions Intermediary 1983 - Current
Commercial General Contractor 1967 - 1983
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Financial Exchange Coterie
Florida International Trade Center
5654 Marquesas Circle
Sarasota, FL 34233-3331
National: 941.227.3024 or 800.333.0801
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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.
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.
considering an investment past performance is no guarantee of future results.
Transactions subject to the U. S. A. PATRIOT ACT
K. B. (Ken) Wheeler, Intermediary
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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