.jpg)
Khaliq Group of Wells Fargo Advisors, Malik J. Khaliq, AAMS, AWMA, CRPS
Senior Financial Advisor
Managing Director - Investments
The Khaliq Group of Wells Fargo Advisers has been dedicated to building strong connections with our clients for over two and a half decades. We take pride in the relationship results that have emerged from our passion to achieving your goals.
Financial freedom can look different for everyone, so when planning your long-term goals, it is important to have a network of trusted professionals who listen, support and can help implement your vision into a reality.
We will help guide you along your financial journey and be with you every step of the way, being able to evolve as your needs, goals, and dreams do.
Malik has been ranked on the Iowa Forbes list "Forbes Best-In-State Wealth Advisors in April 2023 as 9th in Iowa; and for 2018-2022 Malik has maintained a ranking in the top ten for Iowa. He was recognized as a Wells Fargo Advisors Platinum Council Member in 2023; and annually 2011-2023.
Malik is also a Fundamental Choice Portfolio Manager and a Private Investment Management (PIM) Portfolio Manager. *** For clients enrolled in these Wells Fargo Advisors advisory programs he can make discretionary decisions in managing their portfolios.
Malik received his B.A. degree from Augustana College in Rock Island, IL. He enjoys reading, cooking, planting, grafting trees, traveling, and pursuing cultural experiences. Some of his charitable work over the years include supporting a variety of institutions and causes. He has given generously to local arts and culture events, National Alliance on Mental Illness, hunger relief, education, Friends of India Association, Veterans’ programs, local YMCA, Tapestry Farms and Big Brothers Big Sisters of the Mississippi Valley.
Away from the office, Malik enjoys reading, cooking, planting, growing and grafting fruit trees, traveling, and pursuing cultural experiences. Malik and his wife K live in Milan with their children Sophia and Sameer.
* The Forbes Best-In-State Wealth Advisors rating algorithm is based on previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
**The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices, and team structure may also be used to determine recipients.
***The Fundamental Choice and PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our service. The minimum account size for these programs is $50,000.
Financial freedom can look different for everyone, so when planning your long-term goals, it is important to have a network of trusted professionals who listen, support and can help implement your vision into a reality.
We will help guide you along your financial journey and be with you every step of the way, being able to evolve as your needs, goals, and dreams do.
Malik has been ranked on the Iowa Forbes list "Forbes Best-In-State Wealth Advisors in April 2023 as 9th in Iowa; and for 2018-2022 Malik has maintained a ranking in the top ten for Iowa. He was recognized as a Wells Fargo Advisors Platinum Council Member in 2023; and annually 2011-2023.
Malik is also a Fundamental Choice Portfolio Manager and a Private Investment Management (PIM) Portfolio Manager. *** For clients enrolled in these Wells Fargo Advisors advisory programs he can make discretionary decisions in managing their portfolios.
Malik received his B.A. degree from Augustana College in Rock Island, IL. He enjoys reading, cooking, planting, grafting trees, traveling, and pursuing cultural experiences. Some of his charitable work over the years include supporting a variety of institutions and causes. He has given generously to local arts and culture events, National Alliance on Mental Illness, hunger relief, education, Friends of India Association, Veterans’ programs, local YMCA, Tapestry Farms and Big Brothers Big Sisters of the Mississippi Valley.
Away from the office, Malik enjoys reading, cooking, planting, growing and grafting fruit trees, traveling, and pursuing cultural experiences. Malik and his wife K live in Milan with their children Sophia and Sameer.
* The Forbes Best-In-State Wealth Advisors rating algorithm is based on previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
**The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices, and team structure may also be used to determine recipients.
***The Fundamental Choice and PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our service. The minimum account size for these programs is $50,000.