Brett Cortelezzi
Investment adviser representative at Principal Asset Management
11 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
11 years in the industry.
- Principal Asset ManagementMar 2026 to now
- Principal Funds DistributorMar 2026 to now
- Transamerica Capital Inc.Jul 2015 to Mar 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 5693496
- Firm CRD
- 109002