Caleb Siegrist

Current Employers

Iams Wealth Management, Llc

18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2025-08-29

MI RA
APPROVED

Since 2025-08-29

Branch Locations

Jackson, MI • United States

18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

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

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

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-08-23

S65 Uniform Investment Adviser Law Examination

2024-08-23