Robert Michalik (CRD# 7561351) is an Investment Advisor Representative working at Optimized Investment Partners, LLC in Cardiff By The Sea, CA and has 1 year of experience in the finance industry.
CRD# 3274138
Lpl Financial LLC
CRD# 6160948
U.s. Bancorp Advisors, LLC
CRD# 5667943
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Optimized Investment Partners, LLC | Escondido, CA | Jun 2022 - Current | 1 |
| Caliber Home Loans | San Diego, CA | Oct 2014 - Apr 2022 | 7 |
| Butler & Hosch | El Cajon, CA | Aug 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- CA
-
Total Assets Under Management140MILLIONS
-
Total Number of Accounts9ACCOUNTS
-
Average Account Value$15,555,556
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
CA
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