Cambridge Investment Research, a well-known independent financial solutions firm that supports more than 4,100 financial professionals nationwide, has announced the appointment of Cody Phelps as its new First Vice President of Strategic Acquisitions. In this new role, Phelps will collaborate with senior leadership to guide the strategic direction of several Cambridge-owned Offices of Supervisory Jurisdiction (OSJs), which are multi-advisor teams operating within the company’s network. His work will focus on strengthening business operations, expanding recruitment initiatives, and leading strategic growth efforts that support advisors and the clients they serve across the Cambridge ecosystem.
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The leadership team at Cambridge believes that Phelps brings the right experience and vision to help the organization continue its growth journey. Tammy Robbins, Executive Vice President and Chief Business Development Officer at Cambridge, shared that the company did not have to look far to find the ideal candidate. She emphasized that Phelps has already demonstrated strong leadership and partnership while working with one of the firm’s OSJs. According to Robbins, his industry experience and understanding of the independent advisor landscape will play an important role as Cambridge continues to expand its acquisition strategy and deliver valuable resources to financial professionals.
Cambridge has been actively strengthening its succession planning and transition support programs for advisors. The company recognizes that many financial professionals eventually face the challenge of finding the right successor for their business. To address this, Cambridge has broadened its solutions through its internal programs as well as through BridgePort Financial Solutions. These initiatives allow Cambridge to step in as a potential buyer when advisors or OSJs do not have a suitable succession plan in place. The goal is to ensure continuity for clients, preserve long-standing relationships, and help advisors transition their businesses smoothly while maintaining stability within the firm’s network.
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Phelps brings more than 15 years of experience in the financial services sector. Throughout his career, he has built expertise across several areas including business development, management, consulting, recruiting, and marketing. His ability to combine strategic insight with hands-on leadership has helped him stand out within the industry. In recognition of his contributions and leadership potential, he was named to the InvestmentNews Rising Stars list in October, an honor that highlights outstanding financial services professionals under the age of 40 who are making a meaningful impact in the industry.
Before taking on his new role at Cambridge, Phelps served as Field Vice President for Jordan Creek Financial Solutions, an independent firm based in West Des Moines that was acquired by Cambridge in 2018. During his time there, he played a key role in supporting advisors and helping the organization grow within the independent financial services landscape. His experience working closely with advisors and leadership teams has provided him with valuable insights into the operational and strategic needs of financial professionals.
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Phelps attended Central College and has earned several FINRA licenses, including Series 7, 63, 66, 53, 3, and 24. These credentials, combined with his years of industry experience, position him well to contribute to Cambridge’s continued expansion and advisor support initiatives. As the company continues to evolve its acquisition strategies and strengthen its advisor network, Phelps’ leadership is expected to play an important role in helping Cambridge deliver long-term value to financial professionals and their clients.
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