Caleb A Stekl

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/2024 → 10/2024
  Associate Staffing
  Des Moines, IA
• 07/2024 → 01/2025
  Principal Securities, Inc.
  Des Moines, IA
• 10/2022 → 07/2024
  Transamerica
  Cedar Rapids, IA
• 07/2022 → 10/2022
  Phmg
  Cedar Rapids, IA
• 08/2021 → 07/2022
  Skyline Solar
  Cedar Rapids, IA
• 05/2021 → 08/2021
  Double Edge Marketing
  Waterloo, IA
• 10/2017 → 05/2021
  Center For Social And Behavioral Research
  Cedar Falls, IA
• 08/2016 → 05/2021
  Full Time Education
  Cedar Falls, IA
• 10/2024 → 01/2025
  Principal Life Insurance
  Des Moines, IA
• 10/2024 → 01/2025
  Principal Advised Services
  Des Moines, IA
• 02/2025 → Present
  Morgan Stanley
  West Des Moines, IA

Previous Registrations

• 2024-10-21 → 2025-02-14
  Principal Advised Services
  Des Moines, IA

Exams

• S66 Uniform Combined State Law Examination
  2024-09-27

Other Names

• Caleb Allen Stekl
• Caleb Stekl