Cody Phelps is the assistant vice president of Jordan Creek Financial Solutions in West Des Moines, Iowa. As an enterprise leader with over 12 years of experience in the financial sector, Cody attended Central College in Iowa and is currently a licensed Series 7, 63, 66, 53, 3, and 24 professional. Cody’s role involves partnering with financial professionals to help build and support their independent practice. Outside of work, Cody enjoys playing golf and pickleball, and being active with his wife and two sons.
Amy Webber and Cody Phelps
About Cambridge Stronger
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.
Featured Insights & Events
The Pillars of True Independence
Get our succession strategy outlining Cambridge’s commitment to internal control and preserving the independence of the financial advisors we serve.
Celebrating Something Wonderful
Celebrating our 40th anniversary, we recognize it has always been about the people. Watch how Eric Schwartz, Founder and Co-Chairman of the Board, just wanted to build something wonderful.
Cambridge Stronger Podcast
Cambridge Stronger is a podcast series hosted by Cambridge CEO and Co-Chairman of the Board, Amy Webber. It is produced by Cambridge – a financial solutions firm where culture counts and values matter most.
Cambridge Investment Research, Inc.
1776 Pleasant Plain Road, Fairfield, IA 52556-8757
Business Development: 877.688.2369
Reception: 800.777.6080
