Featured Business Financial Advisor in Saint Paul, MN
Saint Paul Financial Advisors
Oracle Financial Planners LLC
1595 Selby Avenue, Suite 213
Saint Paul, MN 55104
(651) 442-0465
“Invest with vision”
Advisor Profile
John Severy-Hoven, CFP, MBA
Name:  John Severy-Hoven, CFP, MBA
Phone Number:  (651) 442-0465
Website:  Visit Website

About Oracle Financial Planners LLC

As the founder of Oracle Financial Planners, John Severy-Hoven prides himself on assisting clients in every aspect of their financial lives so that they can prepare for what their future holds -- retirement, children's education, buying a new home. John helps you build and maintain your financial vision toward the future, your future.
 

General Information

I work with the following types of clients:    Non-Profit Organizations, Businesses, Investment Clubs, Individual Investors
Number of Years with Current Firm:    5
Years of Experience in Financial Services:    6
States Licensed in:    CA, CO, GA, HI, MD, MN, NC, WA, WI
Name of Custodial Firm:    Fidelity Institutional
Name of Broker/Dealer:    Cambridge Investment Research
Insurance License#:    20327395
CRD#:    4495513
Gender:    Male
 

Services

I can meet clients in the following ways:    Via email, Via phone, At your office, At your home, At my office
Investment Types:    Insurance, Annuities, Socially Responsible Investments (SRI), Mortgages & Real Estate, Exchange Traded Funds (ETFs), Commodities, Alternative Investments, Bonds, Mutual Funds, Stocks
 

Qualifications & Memberships

Financial Organization Memberships:    Social Investment Forum (SIF), Financial Planning Association (FPA)
Insurance and Annuity Licenses:    Variable Life, Variable Annuity, Long Term Care, Life, Annuity
Securities Licenses:    Series 66, Series 7
Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
Investment Advisor Representative:    Yes
 

Compensation and Fees

Compensation Methods:    Based on Assets
Minimum Portfolio Size for New Managed Accounts:    $50,000
Fee Structure:    Fee-Based (Fee and Commissions)