For Advisors
Are you currently working inside a bank or credit union and searching for a new partner? Our broker-dealer, Cambridge Investment Research, Inc., is endorsed by the Iowa Bankers Association. We have a long-standing history of positive relationships with financial institutions and want to work with you to determine how Jordan Creek Financial Solutions and Cambridge can integrate into your existing environment.
Are you looking to develop a new financial institution relationship? Join us and we’ll help you prepare and present your message to the bank or credit union’s leadership. We have the experience and resources needed to develop an investor center within an existing institution and market to banking customers.
For Financial Institutions
Looking to expand your service offerings or provide additional value to your customers? Consider adding a financial professional to your bank or credit union to provide investment advice and financial planning services. As an Office of Supervisory Jurisdiction, we provide compliance and regulatory oversight alongside our broker-dealer, Cambridge Investment Research, Inc. Cambridge is endorsed by the Iowa Bankers Association.
We have developed hundreds of financial institution relationships throughout our more than 45 years in business1 and are eager to discuss this opportunity with you.
Start attracting, building, and retaining strong client loyalty
1Jordan Creek and its predecessor firms
Solutions for Bank and Credit Union Advisors
225 Jordan Creek Parkway
Suite 104
West Des Moines, Iowa 50266
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. Jordan Creek Financial Solutions is owned and operated by Cambridge and its affiliates.
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.
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