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.
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.
Cambridge markets securities and advisory services through Jordan Creek Financial Solutions.