First Executive


Mergers & Acquisitions Intermediary

Investment Banking-Mezzanine

Finance Consultant

 First Executive  Services

General Business Consultant:  Start-up - Finance - Continuation - Exit


Debt - Equity Finance Consultant            Investment Banking Consultant


Mergers & Acquisitions Intermediary                 Business Action Advisor                   Sale/Leaseback Advisor



Finance Action Coach                                        Corporate Finance



Bridge Mezzanine Loans                  International Loans            Alternative Collateral Loans           Construction Finance



Stock Issue        Stock Valuation        Asset Valuation          Land  Transfer         Tax Free Exchange




Business Succession Planning                 Business Exit Planning               Tax and Legacy Planning Consideration



Philanthropy Planning                           Trusts                        Integrated Energy Group



First Executive Finance Intermediary Operations Procedure


An investor or lender should favor high integrity, experienced business people with an average business plan

over average people with an excellent business plan.  Ken Wheeler


Financial Exchange Coterie (FEC) Web Site

1031FEC Web Site



An Investment Banker acts as an intermediary between an issuer of securities and the investing public.

Consultation, financial analysis and innovative, practical solutions for financing and securities offering alternatives as:

A client (corporation) may qualify and choose to initiate a first offering of stock to the public.

A client may qualify and choose to offer the sale of securities to a limited number of private and/or institutional investors.
       A NEW ISSUE of stocks or bonds may be placed privately with an
accredited investor or an institutional investor like an insurance company or bank trust department.
       A PRIVATE LIMITED PARTNERSHIP is also considered a private placement.


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


Financial Exchange Coterie Home Page

1031 Exchange Investments at


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

Prepare now to save your family wealth.  Ken Wheeler


K. B. (Ken) Wheeler

Financial Exchange Coterie

First Executive

Mergers & Acquisitions-Investment Banking Intermediary

Florida International Trade Center

5654 Marquesas Circle

Sarasota, FL 34233-3331


Phone: 941.227.3024

Phone: 800.333.0801

Cell Direct: 515.238.9266

Fax:  888.898.6009

Skype: kenneth.wheeler65






Thank you for visiting!


As fiduciary consultants we do not market stocks or securities.

We can recommend and assist planning for finance and estates with significant alternative assets that join stocks and other holdings for diversification.

Kenneth Wheeler recommends experienced accounting and legal counsel as advisors for one's financial and estate planning.

Kenneth Wheeler is a Iowa Real Estate Broker

Kenneth Wheeler DBA Financial Exchange Coterie (FEC) is a Florida Real Estate Broker

FEC Affiliates: 1031FEC - First Executive - 1Exec - 1LessTax - Deferred Proceeds Trust - Perpetual Legacy Trust - Integrated Energy Group - Deferred Proceeds Trust - Off-Market - Santa Cause

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