MK
MK
Malik Khaliq
27 Years of Experience
Davenport, IA
2 DisclosuresBroker
Malik Khaliq is a registered investment advisor at Wells Fargo Advisors, based in Davenport, IA, with 27 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Loading...
Location
4300 East 53rd St, Suite 102, Davenport, IA, 52807
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2008Denied
Customer Dispute
April 2005Denied
Other Business Activities
Malik owns 100% of The Khaliq Group LLC, an investment-related business. He spends nearly full-time on this activity, including some time during trading hours.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
April 2025 - Present · 1 yr 1 mo
Wells Fargo Advisors
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2011 - April 2025 · 14 yrs 3 mos
Wells Fargo Advisors
January 2011 - April 2025 · 14 yrs 3 mos
Wells Fargo Investments, LLC
August 2001 - January 2011 · 9 yrs 5 mos
Wells Fargo Investments, LLCBroker
April 2001 - January 2011 · 9 yrs 9 mos
Brenton Investments, INC.Broker
September 1998 - November 2001 · 3 yrs 2 mos
Beyer & CompanyBroker
April 1998 - October 1998 · 6 mos
State Registrations27 states
ALARAZCACODCFLGAIAIDILINKSKYMIMNMONCNJNYOKRISCTXVAWAWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.