John B. Flecke

CARDINAL POINT WEALTH MANAGEMENT

Scottsdale, AZ 85260

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CRD#: 4669674

Professional summary

John Bradford Flecke, CFP®, who also goes by Brad Flecke, is a registered financial advisor currently at CARDINAL POINT WEALTH MANAGEMENT located in Scottsdale, Arizona.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. John has worked at 9 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brad Flecke

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. CARDINAL POINT WEALTH MANAGEMENT, LLC; FINANCIAL PLANNER & IN-HOUSE COUNSEL; IRVINE, CA; INVESTMENT RELATED 2. CARDINAL POINT CAPITAL MANAGEMENT INC.; FINANCIAL PLANNER & IN-HOUSE COUNSEL; VANCOUVER, BC, CANADA; INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Bradford Flecke's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

March 11, 2020 - Present

CARDINAL POINT WEALTH MANAGEMENT

Office #1: 14000 North Pima Drive Suite 215, Scottsdale, AZ 85260

RIA

CRD#: 140619

Scottsdale, AZ

Past

November 1, 2021 - October 12, 2022

CARDINAL POINT WEALTH MANAGEMENT

RIA

CRD#: 316266

Phoenix, AZ

Past

March 11, 2020 - November 1, 2021

CARDINAL POINT WEALTH MANAGEMENT, LLC

RIA

CRD#: 151579

Phoenix, AZ

Past

July 16, 2018 - January 31, 2020

KEATS, CONNELLY & ASSOCIATES, INC

RIA

CRD#: 148884

PHOENIX, AZ

Past

May 18, 2016 - January 20, 2018

1776 WEALTH ARCHITECTS, LLC

RIA

CRD#: 283367

STUART, FL

Past

May 29, 2009 - July 8, 2014

KEATS, CONNELLY & ASSOCIATES, INC

RIA

CRD#: 148884

BOYNTON BEACH, FL

Past

May 22, 2008 - October 21, 2011

CROSS BORDER TAX & ACCOUNTING, LLC

RIA

CRD#: 110874

WEST PALM BEACH, FL

Past

June 28, 2004 - June 23, 2010

KEATS CONNELLY AND ASSOCIATES INC.

RIA

CRD#: 110604

WEST PALM BEACH, FL

Past

July 25, 2003 - February 24, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

WILLISTON, VT

Past

July 10, 2003 - February 24, 2004

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 10, 2003 - February 24, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CARDINAL POINT WEALTH MANAGEMENT

CRD#: 140619 / SEC#: 801-66719

RIA

Registered Investment Advisory firm - (5/23/2006 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(3/11/2020)

IAR

Florida
(8/29/2025)

IAR

Texas
(8/13/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/17/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/8/2003

General Securities Representative Examination

Current Firm

CARDINAL POINT WEALTH MANAGEMENT

CRD#: 140619 / SEC#: 801-66719

RIA

Registered Investment Advisory firm - (5/23/2006 Approved)

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Contact information

Main Address

3280 Bloor Street West, Centre Tower Suite 500, Toronto, On, M8X 2X3

Mailing Address

Phone number

(866) 213-2036

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	6,951
AUM (Assets Under Management)	$ 3,982,682,392

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/01/2025	Cover Page	Report
09/19/2025	Cover Page	Report
11/07/2024	Cover Page	Report
01/30/2024	Cover Page	Report
03/07/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

John B. Flecke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Bradford Flecke's CRS (Customer Relationship Summary).

Certified licenses

Experience

CARDINAL POINT WEALTH MANAGEMENT

CARDINAL POINT WEALTH MANAGEMENT, LLC

KEATS, CONNELLY & ASSOCIATES, INC

1776 WEALTH ARCHITECTS, LLC

KEATS, CONNELLY & ASSOCIATES, INC

CROSS BORDER TAX & ACCOUNTING, LLC

KEATS CONNELLY AND ASSOCIATES INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

CARDINAL POINT WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 7/17/2003

Series 7

Date: 7/8/2003

Current Firm

CARDINAL POINT WEALTH MANAGEMENT

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CARDINAL POINT WEALTH MANAGEMENT

TRUST BUT VERIFY

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