Jordan Creek Financial Solutions

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Jordan Creek Financial Solutions Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Jordan Creek Financial Solutions, Financial service, 1225 Jordan Creek Pkwy, Suite 104, West Des Moines, IA.

What's keeping advisors from growing? Often, it's the responsibilities they've outgrown.3 tasks to consider letting go:→...
10/08/2026

What's keeping advisors from growing? Often, it's the responsibilities they've outgrown.

3 tasks to consider letting go:
→ Being too involved in day-to-day operations
→ Managing every process and decision personally
→ Spending valuable time navigating complex technology

The advisors who create capacity for growth aren't necessarily working harder. They're focused on the areas where they create the most value: serving clients, building relationships, and planning for what's next.

At Jordan Creek, we help advisors reduce operational burden through business support, technology, growth planning, and practical resources so they can spend more time focused on growing their practice. Learn more: https://www.jordancreekfs.com/solutions/practice-growth/

Advisors spend years helping clients answer important questions: Where am I today? Where do I want to go? What's the bes...
09/30/2026

Advisors spend years helping clients answer important questions: Where am I today? Where do I want to go? What's the best path to get there?

Those same questions can be just as valuable when applied to your own business. Coaching and consulting can help advisors take a step back, evaluate where their practice stands today, and build a plan for what's next.

Connect with us to see how Jordan Creek helps advisors turn goals into action: https://bit.ly/3Tv9W9C

We’re at ! 🔥A few days together in person means a lot of learning, a lot of conversations, and probably more notes than...
09/18/2026

We’re at ! 🔥

A few days together in person means a lot of learning, a lot of conversations, and probably more notes than any of us will ever admit to taking.

From advanced planning strategies and AI to practice management, industry trends and, yes, even the fun compliance stuff, our team is taking advantage of every opportunity to learn, connect and bring new ideas back to the financial professionals we serve.

One of the things we value most at Jordan Creek is being able to learn together. Conferences like Ignite give us a chance to step outside the day-to-day, hear from some incredible speakers, dig into breakout sessions and spend time talking about how we can turn what we’re learning into better support for our advisors.

We’re absorbing as much as we can while we’re here, but we’re also making sure to enjoy something we don’t get nearly enough of: time together in person.

This Labor Day, we're grateful for the people who make Jordan Creek what it is.To our financial professionals and associ...
09/07/2026

This Labor Day, we're grateful for the people who make Jordan Creek what it is.

To our financial professionals and associates, thank you for your hard work, passion, and dedication. Your commitment to helping others succeed is what drives us forward every day.

We hope you enjoy a well-earned day of rest and celebration. Happy Labor Day!

You help clients prepare for what's next. Have you done the same for your business?Too many advisors delay succession pl...
08/21/2026

You help clients prepare for what's next. Have you done the same for your business?

Too many advisors delay succession planning because retirement feels years away. But the most successful transitions aren't built in the final year. They're built through years of intentional planning.

The earlier you start, the more flexibility you have to identify opportunities, maximize value, and create a transition strategy that works for you and your clients.

At Jordan Creek, we help advisors plan ahead so they're ready when the time comes. Learn more: https://www.jordancreekfs.com/solutions/succession-and-continuity-planning/

Running your own business doesn't mean doing everything yourself.Advisors often feel pressured to choose between maintai...
08/13/2026

Running your own business doesn't mean doing everything yourself.

Advisors often feel pressured to choose between maintaining control of their practice and gaining access to the resources needed to grow. At Jordan Creek, you can have both.

Our team provides support across operations, technology, compliance, and business consulting so you can stay focused on serving clients and building the business you envision.

Learn how Jordan Creek supports advisors at every stage of growth: https://www.jordancreekfs.com/solutions/

Many advisors hit a point where growth slows, not because of a lack of ambition, but because they're spending too much t...
07/31/2026

Many advisors hit a point where growth slows, not because of a lack of ambition, but because they're spending too much time navigating operational challenges, outdated processes, or limited support.

At Jordan Creek, we help remove barriers that can hold your business back. From customized business consulting and integrated technology to personalized support and scalable solutions, we give you the resources to grow on your terms.

See how Jordan Creek can help you move your business forward: https://www.jordancreekfs.com/solutions/

No two advisors run their business the same way, so why should their technology be one-size-fits-all?Advisors are handed...
07/23/2026

No two advisors run their business the same way, so why should their technology be one-size-fits-all?

Advisors are handed a rigid tech stack and told to make it work. The result is a pile of tools that don't fit how you operate and create more work instead of less.

At Jordan Creek, you can build a fintech platform around the way you work. Choose the tools and integrations that fit your practice, keep your data flowing both ways, and give your clients a portal that reflects the experience you want to deliver.

See how flexible your technology can be: https://www.jordancreekfs.com/solutions/integrated-technology/

Staying put has a cost. It’s just not always obvious.Lost growth.Less flexibility.Opportunities you never get to explore...
07/09/2026

Staying put has a cost. It’s just not always obvious.

Lost growth.
Less flexibility.
Opportunities you never get to explore.

The industry is changing fast. The firms that support advisors should be evolving too. At Jordan Creek, we focus on helping you move forward with the right support, resources, and partnership to do it right: www.jordancreekfs.com/join-us/

As we celebrate our nation's independence, we are reminded of the values that guide us every day: freedom, opportunity, ...
07/04/2026

As we celebrate our nation's independence, we are reminded of the values that guide us every day: freedom, opportunity, and a commitment to the people we serve.

Wishing you a safe and happy Fourth of July from Jordan Creek Financial Solutions.

Address

1225 Jordan Creek Pkwy, Suite 104
West Des Moines, IA
50266

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18885830989

Website

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