Malik J. Khaliq

PIM Portfolio Manager, Senior Financial Advisor


Malik J. Khaliq, Senior Financial Advisor
Managing Director - Investments


Recognition and Experience

  • Named a 2023 "Best-in-State Wealth Advisor" by Forbes rated #9 in Iowa for 2023; rating in the top 9 2018-2023.1

  • Named a Wells Fargo Advisors, Platinum Council Member in 2023; and annually 2011-2022.2

  • I have worked as a Financial Advisor to both individual and institutional investors for more than two and half decades.

  • 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. Currently serving in the Ambassador Program.


1   The Forbes Best-In-State Wealth Advisors rating algorithm is based on the previous year’s 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 rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.     

2   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 either of the past year, and professionalism. Additional criteria, best practices and team structure may also be used to determine recipients.            

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
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