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Sarah J

Series 63, Series 66

Bettendorf, IA

Wells Fargo Advisors

Sarah Johnston is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. She has worked within the Wells Fargo organization since 2016, including nine years at Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting specific net-worth criteria, utilizing proprietary research and tools to develop personalized recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Kathryn G

Series 63

Bettendorf, IA

Wells Fargo Advisors

Kathryn Gold is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. She holds a Series 63 license and previously worked within Wells Fargo Clearing and Wells Fargo Advisors, LLC. In addition to her advisory role, she serves as co-trustee for her father's trust and is a commissioned notary in Davenport, Iowa. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu using proprietary research and tools, with services that include cash-flow, retirement, education, and niche planning specialties.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Malik K

Series 63, Series 65

Bettendorf, IA

Wells Fargo Advisors

Malik Khaliq is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various Wells Fargo entities since 2011, including Wells Fargo Clearing and Brenton Investments. Outside of his advisory role, he owns and operates The Khaliq Group LLC, a financial practice based in Milan, Illinois. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations that clients may implement through brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Brandon D

Series 65, Series 63

Bettendorf, IA

Wells Fargo Advisors

Brandon Dorris is a financial advisor with Wells Fargo Advisors in Bettendorf, IA, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company in 2024, as well as the Lee Agency from 2016 to 2024. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with clients able to choose how to implement recommendations through various brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Jennifer K

Series 66

Bettendorf, IA

Wells Fargo Advisors

Jennifer Keel is a financial advisor with Wells Fargo Advisors in Bettendorf, IA, holding a Series 66 designation and 14 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, she worked at Morgan Stanley for three years, Merrill for five years, and D.A. Davidson & Co. for one year. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools, with optional implementation through brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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