Wealth Preservation -  TAX ADVANTAGED Investments

Retirement Plans - §1031 Tax FREE Property Exchange - REITS

Registered Representative           1986Current

K. B. (Ken) Wheeler

Securities Through                                                       

Workman Securities Corporation   2006—Current

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

                                        

310 Northeast Ewing Street  

Grimes (Des Moines), Iowa 50111

Voice: 515.986.3581    National: 888.986.3581

Fax: 888-898-6009   E-Mail: kwheeler@workmansecurities.com

E-mail Ken  
PRODUCTS AND SERVICES
  • 1031-1033-721 Tax Deferred Property Exchange Plans

  • Direct Participation Securities

  • Real Estate Investment Trusts (REITs and UPREITs)

  • Tax Managed Securities

  • Mutual Funds

  • Closed Funds

  • 401k, 403b, and other Retirement Plans

  • Traditional, Roth and SEP IRA

  • 529 College Savings Plans and Coverdell Education Savings Plans

  • Stocks: Listed, Over-the-Counter, Common, and Preferred 

  • Certificate of Deposit—CD’s

  • Bonds: Municipal, Corporate, Government and Foreign

  • Fixed Annuities  - Life Insurance

  • Long Term Care - Home Care - Disability Insurance

 
Request information for  WSC Services
Request information for Mutual Fund and Other Securities Prospectuses and Memorandums
Request information for Viewing my WSC Accounts or Mutual Fund Accounts On-Line
Request Information about WSC's INVESTMENT OPPORTUNITIES for ACCREDITED INVESTORS.

Please be advised that I can not receive trading instructions via Voice Mail, E-mail or facsimile.  When I am not timely available,

for immediate assistance with trades, please telephone the Workman Securities Corporation home office at 800.225.6465.

With free Acrobat Reader® software you can view and print Adobe PDF files.   

Workman Securities Corporation
6500 City West Parkway, Suite 350
Eden Prairie, MN 55344

Phone: 952-541-6094
Member:  FINRA  SIPC

WSC Web Site

E-mail Ken

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.

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, 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 states of Iowa, Indiana, Nebraska, California and Alabama for the sale of securities products.

Information at the 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.

Certain properties require inquiries by Accredited Investors.  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

K. B. (Ken) Wheeler

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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Last Modified: 02/23/2010
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K. Wheeler

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