Caleb Siegrist

Employer firm

Iams Wealth Management, LLC CRD 286085

$397M regulatory AUM 20 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → 03/2017
  Harris Corporation
  Jackson, MI
• 05/2017 → 11/2018
  Pepsico
  Las Vegas, NV
• 11/2018 → Present
  Universal Retirement
  Las Vegas, NV
• 12/2020 → Present
  Michigan National Guard
  Battle Creek, MI
• 08/2025 → Present
  Iams Wealth Management
  Omaha, NE
• 02/2026 → Present
  Firth Financial
  Jackson, MI

Other Businesses

1) UNIVERSAL RETIREMENT; INVESTMENT RELATED; LOCATED IN MICHIGAN, SUPERVISED FROM LAS VEGAS, NV; LIFE INSURANCE, ANNUITIES; PRODUCER; START DATE 08/29/2018; APX.80 HOURS PER MONTH, 50 DURING TRADING HOURS; LIFE INSURANCE AND FIXED/INDEX ANNUITY SALES AND SERVICING INSURANCE CLIENTS. 2) FIRTH FINANCIAL; INVESTMENT RELATED; LOCATED IN JACKSON, MICHIGAN; LIFE INSURANCE, ANNUITIES; PRODUCER; START DATE 08/29/2018; APX.80 HOURS PER MONTH, 50 DURING TRADING HOURS; LIFE INSURANCE AND FIXED/INDEX ANNUITY SALES AND SERVICING INSURANCE CLIENTS. 2) MICHIGAN NATIONAL GUARD; NON-INVESTMENT RELATED; BATTLE CREEK, MI; MASTER SERGEANT; 12/2020 TO PRESENT; 25 HOUR PER MONTH; 15 OF WHICH ARE DURING SECURTIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-23