Wealth Preservation & Investments

Retirement Plans - §1031 Tax FREE Property Exchange - REITS

Investment Executive

K. B. (Ken) Wheeler

Securities Through                                                       

Workman Securities Corporation  2006—Current

Registered Representative           1986—Current

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

                                        

310 North Ewing Street  

Grimes (Des Moines), Iowa 50111-3002

Voice: 515.986.3581  National: 888.986.3581

Fax: 515.986.4148   Mobile: 515.238.9266
E-mail Ken  
PRODUCTS AND SERVICES

  • 1031-1033-721 Tax Deferred Property Exchange Plans

  • Direct Participation Securities

  • Real Estate Investment Trusts (REITs and UPREIT)

  • 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 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.

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

K. B. (Ken) Wheeler

Member

Greater Des Moines Partnership

West Des Moines Chamber of Commerce

 

 

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: 09/29/2008
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K. Wheeler

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