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CS

Caleb Siegrist

IAMS WEALTH MANAGEMENT
JACKSON, MI
Some features on this profile are disabled
CRD#: 7691292
CS

Professional summary

Caleb Siegrist is a registered financial advisor currently at IAMS WEALTH MANAGEMENT, LLC located in Jackson, Michigan.

Caleb is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Caleb has worked at 1 firm and has passed the Series 65 and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Caleb Siegrist's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 29, 2025 - Present

IAMS WEALTH MANAGEMENT, LLC

RIA
CRD#: 286085
JACKSON, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IW
IAMS WEALTH MANAGEMENT, LLC
IAMS WEALTH MANAGEMENT, LLC

CRD#: 286085 / SEC#: 801-108875

RIA
Registered Investment Advisory firm - (1/9/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Michigan
(8/29/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/23/2024
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/18/2022
Securities Industry Essentials Examination

Current Firm

IW
IAMS WEALTH MANAGEMENT, LLC
IAMS WEALTH MANAGEMENT, LLC

CRD#: 286085 / SEC#: 801-108875

RIA
Registered Investment Advisory firm - (1/9/2017 Approved)
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Contact information

Main Address
18881 West Dodge Road Suite 180e, Omaha, NE 68022
Mailing Address
Phone number
(888) 255-7670
Established
Firm type
Fiscal year end
# of Employees
54

SEC notice filing (40 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

IAMS WEALTH MANAGEMENT, LLC FORM ADV PART 2A BROCHURE (10/6/2025)

Regulatory assets under management

Total Number of Accounts2,104
AUM (Assets Under Management)$ 343,012,390

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

IAMS WEALTH MANAGEMENT, LLC

CRD#: 286085Jackson, MI

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