Helping Financial Advisors Grow

Jordan Creek Financial Solutions

Learn How

Hear From Jordan Creek Financial Solutions Advisors

See how we are more than an OSJ. We are a partner for business growth.

Resources we offer

We provide the resources advisors need to best serve their clients. Our comprehensive solutions include:

Practice Growth

Partner with us to develop a customized growth plan for your business.

Integrated Technology

The latest fintech and strategies to seamlessly integrate into your practice.

Succession & Continuity Planning

Looking to sell your book or acquire new books of business? Let us help.

In-house Advisory Solutions

Models developed by our in-house specialists.

Coaching & Consulting

Build strategies, build confidence, and build your business.

Who We Serve

Jordan Creek provides a wide variety of services and serve a wide variety of clients. Whether you are with a financial institution, currently independent, or looking to become independent, we seek to be your partner during your journey.

Bank and Credit Union Advisors

Insurance Advisors

Independent Advisors

Check the background of investment professionals on FINRA’s BrokerCheck.

Ready to Grow?

Contact Jordan Creek Financial Solutions to learn more about how you can work with us.

Join Us

1225 Jordan Creek Parkway

Suite 104

West Des Moines, Iowa 50266

Office: 515-381-0984

Toll-free: 888-583-0989

Email: Jordan Creek Financial Solutions

Solutions

Practice Growth
Integrated Technology
Succession & Continuity Planning
In-house Advisory Solutions
Coaching & Consulting

Securities through Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge markets securities and advisory services through Jordan Creek Financial Solutions.

Non-deposit investment products are not NUCA or FDIC insured, not credit union or bank guaranteed, and may lose bank value.
This communication is strictly intended for individuals residing in all 50 states, DC, and PR. No offers may be made or accepted from any resident outside the specifics states referenced.

The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the website(s) you are linking to. We make no representation as to the completeness or accuracy of information provided on these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or your use of third-party technologies, websites, information, and programs made available through this website.

Cambridge’s Form CRS (Customer Relationship Summary

Jordan Creek Financial Solutions