DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
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
automated call
Yes
CRD#
4495513
Firm CRD#
20804
Name of Broker/Dealer
United Planners Financial Services of America
Name of Custodial Firm
Charles Schwab
States Licensed in
CA, CO, DC, IA, IL, MA, MI, MN, NC, NY, OR, TX, WA, WI
Years of Experience in Financial Services
23
Number of Years with Current Firm
22
Work with the following types of clients
Non-Profit Organizations, Businesses, Individual Investors
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Retirement Planning
Services
Investment Types
Insurance, Annuities, Stocks, Bonds, Mutual Funds, Mortgages & Real Estate, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Your Home, Our Office, Phone, Your Office, Email, Video Conference
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 66, Series 7
Insurance and Annuity Licenses
Variable Annuity, Annuity
Financial Organization Memberships
Social Investment Forum (SIF), Financial Planning Association (FPA)
Firm Information
Advisor's Number of Clients
115
Advisor's Number of Planning Clients
115
Total Assets Under Management by Advisor
42,000,000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$25,000
Compensation Methods
Based on Assets
Disclosures
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Additional Detailed Disclosures
https://www.financialadvisor.net/disclosure/1841333/financialadvisor-Oracle-Financial-Planners-LLC-detailed-disclosure.html