The QI File

Qualified Intermediary

1031 Federal Exchange

1031 Federal Exchange · Parent: Independent / unpublished · Firm website

FEA membership
FEA unknown
CES® holders
Steve R. Wolterman, Esq., CES®
Fidelity bond
Not published on cited pages
E&O / other cover
Funds page: the firm carries errors and omissions insurance and is “licensed and bonded.” Homepage marketing also says licensed and bonded in all 50 states. No dollar amounts on the pages cited.
How funds are held
Segregated
Dual-signature wires
Wire controls unknown
Reverse / improvement / DST
Reverse Yes · Improvement Yes · DST Unknown
Last sourced
2026-09-08

Published coverage notes

Funds page: the firm carries errors and omissions insurance and is “licensed and bonded.” Homepage marketing also says licensed and bonded in all 50 states. No dollar amounts on the pages cited.

Fund handling

Funds page: exchange proceeds in a segregated escrow account in the client’s name at an FDIC-insured institution; never commingled with the firm’s operating account or other clients’ exchange proceeds. Account documentation at the start of the exchange; current balance available on request. Taxpayer inability to access funds mid-exchange is IRC §1031(g)(6), not dual-signature wire control.

Fee structure

Homepage: flat-rate fees; full cost disclosed before you sign. No public dollar card.

Who it is for

Loveland, Ohio attorney-led QI (434 W Loveland Ave, Loveland, OH 45140; 513-586-6879). Services: delayed, reverse, improvement, simultaneous, and international exchanges. Site says Steve serves as qualified intermediary, not as the exchanger’s personal attorney. Founded year and a legal-entity suffix (LLC / Inc.) are unpublished. DST work is not on the pages cited.

Verdict

Attorney QI with a usable custody sentence: segregated escrow in the client’s name at an FDIC bank, never commingled. Steve Wolterman is a named CES® holder and the footer’s responsible attorney. “Steve is a member of the FEA” is a people credential — company FEA stays unknown. Bond and E&O exist in words only; no dollars. Dual-sign / QEA control is not described. This is a QI custody file, not a securities offering and not personal legal advice.

Notes

This is a QI custody file, not a securities offering. The public name is 1031 Federal Exchange. Schema on the site uses Organization / LegalService. An LLC or Inc. suffix is not printed and is not invented here. Confirm the named party on the exchange agreement.

About: Steve is a licensed Ohio attorney, holds CES®, and personally oversees every exchange. The same page says “Steve is a member of the Federation of Exchange Accommodators.” Homepage lists “Member, FEA.” Personal membership is not coded as company feaMember: yes.

Taxpayer approval / lock-up during the exchange is not coded as dualSignature: yes. Dual-signature in this directory means published QI-plus-taxpayer or dual-officer wire control. The funds page does not describe that mechanic.

Footer marks the site as attorney advertising and names Steve R. Wolterman as the attorney responsible for content.

Sources

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Corrections and verification

Listings are sourced from public pages. Unknown is omitted, not graded. If a fact is wrong or stale, send the primary URL.

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