Brad Michael Schlichte
Investment adviser representative at Principal Asset Management
22 yearsExperience
1 stateRegistered in
ChFC®Designation
$427.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
22 years in the industry.
- Principal Asset ManagementJun 2021 to now
- Principal Funds DistributorApr 2021 to now
- Principal Advised ServicesApr 2019 to Apr 2021
- Princor Financial Services CorporationFeb 2006 to Apr 2019
- Principal Life Insurance CompanyOct 2004 to Apr 2019
Designations
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (IA).
Principal Asset Management
Legal name: Principal Global Investors, LLC
$427.7BAssets managed
8,205Clients
121Advisers
27 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
- 4867756
- Firm CRD
- 109002