Cambridge Investment Research, Inc. has announced the appointment of Cody Phelps as First Vice President of Strategic Acquisitions, reinforcing the firm’s long-term growth and succession strategy across its national advisor network. Cambridge serves more than 4,100 financial professionals nationwide and continues to expand its leadership infrastructure to support independent advisors and multi-advisor teams.
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In his new role, Phelps will collaborate with senior leadership to provide strategic direction to several Cambridge-owned Offices of Supervisory Jurisdiction (OSJs), also known as multi-advisor teams. His focus will include strengthening operational performance, supporting recruitment efforts, and advancing enterprise growth initiatives designed to benefit financial professionals and their clients throughout the Cambridge network.
Tammy Robbins, Executive Vice President and Chief Business Development Officer at Cambridge, emphasized that Phelps was a natural fit for the position. She noted his strong leadership track record within one of the firm’s OSJs and highlighted his experience as a valuable asset as Cambridge expands its acquisition and growth strategies. Robbins also underscored Cambridge’s commitment to providing succession planning solutions, whether through Cambridge directly or via BridgePort Financial Solutions. The firm positions itself as a buyer when advisors or OSJs do not have an ideal successor, ensuring continuity, client relationship protection, and smooth ownership transitions.
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Phelps brings more than 15 years of experience in financial services, with expertise spanning business development, consulting, management, recruiting, and marketing. Prior to this appointment, he served as Field Vice President for Jordan Creek Financial Solutions, a West Des Moines-based independent firm acquired by Cambridge in 2018.
Recognized as a rising leader in the industry, Phelps was named to the InvestmentNews Rising Stars list in October, which honors top financial services professionals under the age of 40. He attended Central College and holds multiple FINRA licenses, including Series 7, 63, 66, 53, 3, and 24.
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The appointment reflects Cambridge’s continued focus on purposeful growth—supporting independent advisors at every stage of their business lifecycle while strengthening leadership across its expanding enterprise.
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