John Flecke (CRD# 4669674) is an Investment Advisor Representative working at Cardinal Point Wealth Management in Pheonix, AZ and has over 20 years of experience in the finance industry. John Flecke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
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Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cardinal Point Wealth Management Partners, LLC | Irvine, CA | Nov 2021 - Current | 2 |
| Cardinal Point Capital Management Inc. | Vancouver, | Feb 2020 - Current | 4 |
| Cardinal Point Wealth Management, LLC | Irvine, CA | Feb 2020 - Nov 2021 | 1 |
| Keatsconnelly LLC | Phoenix, AZ | Jul 2018 - Jan 2020 | 1 |
| Unemployed | Jupiter, FL | Jan 2018 - Jun 2018 | < 1 |
| 1776 Wealth Architects, LLC | West Palm Beach, FL | Sep 2016 - Dec 2017 | 1 |
| Shepherd Consulting | Jupiter, FL | Feb 2017 - Oct 2017 | < 1 |
| Demarestboston Legal | Boston, MA | Mar 2016 - Feb 2017 | < 1 |
| Unemployed. | Boston, MA | Oct 2015 - Feb 2016 | < 1 |
| John Bradford Flecke | Quinault, WA | Aug 2014 - Sep 2015 | 1 |
| John Bradford Flecke | Sylva, NC | Sep 2013 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2003 |
- AZ
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Total Assets Under Management1,582MILLIONS
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Total Number of Accounts4,274ACCOUNTS
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Average Account Value$370,104
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, FL, IL, MI, MO, NC, NH, NJ, NV, PA, SC, TX, VA, WA
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