My Qualifications

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

Named a 2018 and 2019 “Best-in State Wealth Advisor” by Forbes (ranked #3 in Iowa in 2019 and 4th in 2018)1

Named a Wells Fargo Advisor, Premier
Advisor annually since 20112

Recognized as one of the “Top 50” bank
advisors by Bank Investment Consultant, 2014)3

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

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

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 designation 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.
3 Bank Investment Consultant bases their selection on a weighted average of six different variables including assets under management, trailing 12-month production, percentage change in assets under management (AUM), percentage change in trailing 12 month production-per-AUM, and percentage of fee-based business. The ranking is not indicative of past or future investment performance.

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