Robert Joseph Michalik
Investment adviser representative at Optimized Investment Partners, LLC
12 yearsExperience
1 stateRegistered in
$722MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Experience
12 years in the industry.
- Optimized Investment Partners, LLCJun 2022 to now
- Caliber Home LoansOct 2014 to Apr 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Optimized Investment Partners, LLC
$722MAssets managed
33Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7561351
- Firm CRD
- 322145