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

Fax: 888.898.6009    Mobile: 515.238.9266

E-mail Ken 

E-mail Ken  
Mergers & Acquisitions Business Action Advisor Investment Banking Intermediary

Collateralized Loan Intermediary

  • Corporate Finance - Investor Banking

  • Bridge-Mezzanine-Land-Construction Loans

  • Guaranteed Investment Contracts, one-three years

  • Business Buyout Funding Contracts-Sale/Lease Back

  • IRS Section 1031 - 1033 - 721 Exchange Investments

  • IRS Section 453 Monitized

  • National Capital Assets Dealer

  • Self-directed IRA's for land and alternative investments

  • Asset Transfer Plan Consultation

  • Asset Transfer Information Accumulation

  • Business Ownership - Development Coaching  

  • Business Plan Review

  • Strategic Comprehensive Business Planning - Master Plan Development

  • Asset Valuation

  • Merger or Acquisition

  • 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

  • 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

  • Farm & Ranch Alternative Business Development Advisor

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E-mail Ken 


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.

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

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

First Executive Web Site

Financial Exchange Web Site

1031FEC Web Site

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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Last Modified: 04/22/2018

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