Brett K Okamoto
Investment adviser representative at Principal Asset Management
21 yearsExperience
1 stateRegistered in
$427.7BFirm assets
27 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 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
21 years in the industry.
- Principal Asset ManagementJul 2024 to now
- Principal Funds Distributor, Inc.Nov 2023 to now
- Morley Financial Services, Inc.Jun 2005 to Jun 2024
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 5015165
- Firm CRD
- 109002