John
Flecke
Cardinal Point Capital Management, Ulc
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About this Advisor
John Flecke is a certified financial planner working out of Phoenix, Arizona with a total of 3 years of relevant experience. Flecke currently works for Cardinal Point Capital Management, Ulc. Throughout their career, Flecke has worked at Demarestboston Legal, Keats, Connelly And Associates, LLC, Cross-Border Tax And Accounting, LLC (Subsid Of Keats Connelly), John Bradford Flecke, Unemployed, 1776 Wealth Architects, LLC, Keatsconnelly LLC, Shepherd Consulting, Cardinal Point Capital Management Inc, Cardinal Point Wealth Management, LLC and Cardinal Point Wealth Management Partners, LLC. Flecke maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arizona. Cardinal Point Capital Management, Ulc is a registered investment firm with a branch in Phoenix, Arizona. The investment advisory business has offices in five locations and a total of 35 people on staff. It oversees $1 billion in total assets across its 3,601 accounts, making it one of the larger investment advisory firms in the country by assets under management. Of its 3,601 customer accounts, 64% are held by high-net-worth investors who have at least $1 million in assets. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fees charged by Cardinal Point Capital Management, Ulc likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cardinal Point Capital Management, Ulc Brokerage Details
$1,220,348,203
35
3,601
$338,891
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
John Flecke Work History
John has been registered as a financial advisor for 3 years.*
Cardinal Point Wealth Management Partners, LLC
Cardinal Point Capital Management Inc
Cardinal Point Wealth Management, LLC
Keatsconnelly LLC
Shepherd Consulting
Demarestboston Legal
1776 Wealth Architects, LLC
Unemployed
John Bradford Flecke
John Bradford Flecke
Cross-Border Tax And Accounting, LLC (Subsid Of Keats Connelly)
Keats, Connelly And Associates, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Flecke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cardinal Point Capital Management, Ulc
Toronto On,
Toronto On,
Toronto On,
Toronto,
Toronto On,
Irvine, CA
Toronto On,
Calgary,
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
