My Qualifications

Malik J. Khaliq has consistently been acknowledged by the financial services industry.

  • Named a 2020 "Best-in-State Wealth Advisor" by Forbes (ranked #4 in Iowa for 2020 and 3rd in Iowa for 2019 and 4th in  2018)1

  • Named a Wells Fargo Advisor, Premier Advisor annually since program began in 2011.2

  • I have worked as a Financial Advisor to both individual and institutional investors since 1997

  • Malik has served in the past on the Wells Fargo Advisors' Brokerage Advisory Council providing feedback to management in an effort to identify opportunities on various firm projects and initiatives.


1 Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
2 The Premier Advisors distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

FINRA's BrokerCheck Obtain more information about our firm and its financial professionals