John Severy-Hoven, CFP®, MBA - Financial Advisors in Saint Paul, Minnesota

John Severy-Hoven, CFP^®, MBA

Oracle Financial Planners LLC

1595 Selby Avenue
Suite 213

Saint Paul, MN 55104
(651) 4420465

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.

General Information

Firm Start Year

2003

No.of Employees

2-4

CRD#

4495513

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

I work with the following types of clients

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

Services

Investment Types

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

I can meet clients in the following ways

Via phone, At your office, Via email, At my office, At your home

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CERTIFIED FINANCIAL PLANNER™ Certificant

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

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

Financial Organization Memberships

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

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$50,000

Compensation Methods

Based on Assets

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