Malik J. Khaliq
Senior Financial Advisor
Senior Vice President - Investments
I provide clients with financial advice and custom portfolio management services aligned with their goals. Among other needs, I help clients with financial, investment and debt management; both personal and corporate retirement planning; and wealth transfer.
I have been a financial advisor since 1997. In 2018, I was ranked 4th in Iowa on the Forbes list of “Best-In-State Wealth Advisors”. Since 2011 I have been recognized as a Wells Fargo Advisor, Premier Advisor. I am also a Fundamental Choice Portfolio Manager, a Wells Fargo designation that indicates the ability to adjust portfolio allocations as market changes arise. I received my B.A. degree from Augustana College in Rock Island, IL.
I enjoy reading, cooking, planting and grafting trees, traveling, and pursuing cultural experiences. My charitable work includes working with Quad City Arts, Quad City Chamber, The Optimist Club, Friends of India Association, and the Community Foundation of the Great River Bend. My wife K, and I live in Milan, Illinois, with our two children, Sophia and Sameer.
* 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.
**The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production, completion of educational components and professionalism