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John Severy Hoven

Oracle Financial Planners LLC

1595 Selby Avenue
Suite 213

Saint Paul, MN 55104

651-442-0465

Invest with vision

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.

See Disclosures

General Information

Firm Start Year

2003

No. of Employees

2-4

CRD#

4495513

Firm CRD#

39543

Insurance License#

20327395

Name of Broker/Dealer

Cambridge Investment Research

Name of Custodial Firm

Fidelity Institutional

States Licensed in

CA, CO, GA, HI, MD, MN, NC, WA, WI

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Investment Clubs, Non-Profit Organizations, Individual Investors, Businesses

Advisory Services Provided

Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Money Management

Services

Investment Types

Stocks, Bonds, Mutual Funds, Annuities, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Commodities, Insurance, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Email, Phone, Our Office, Your Office, Your Home

Compliance

Investment Advisor Representative

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, MBA

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Variable Life, Annuity, Long Term Care, Variable Annuity, Life

Financial Organization Memberships

Financial Planning Association (FPA), Social Investment Forum (SIF)

Firm Information

Advisor's Number of Clients

150

Advisor's Number of Planning Clients

150

Assets Managed by Advisor

35,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$50,000

Disclosures

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Additional Detailed Disclosures
https://www.financialadvisor.net/disclosure/1841333/financialadvisor-Oracle-Financial-Planners-LLC-detailed-disclosure.html

Disclaimer

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC.

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