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.

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

6

Number of Years with Current Firm

5

Work with the following types of clients

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

Advisory Services Provided

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

Investment Types

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

Can meet clients in the following ways

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

Investment Advisor Representative

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Certifications, Accreditations & Designations

CFP^®, MBA

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

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

Financial Organization Memberships

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

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$50,000