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Financial Advisor
Minnesota
Saint Paul
VETTED

John Severy Hoven

CFP®, MBA
Oracle Financial Planners LLC
John Severy Hoven
Tel: 651-442-0465 1595 Selby Avenue Suite 213 Saint Paul, MN 55104
Invest with vision
About John Severy Hoven
John Severy-Hoven, CFP®, MBA, began Oracle Financial Planners LLC early in 2003 after leaving Merrill Lynch. He has been a financial planner since 2001. He has completed a Master's Degree in Psychology and has a second Master's Degree in Business focusing on investments. This education is a great fit for the financial planning field, which demands insight within the capital markets, a drive to learn continually as the field expands, and a desire to help people and to listen to their needs.

John received his Certified Financial Planner™ (CFP®) designation in 2006. While at the University of Minnesota, John began a chapter of Net Impact, a student organization promoting socially responsible investing.

He and Beth, his wife, have one daughter (Kira) who was born in February 2005 and a son (Zachary) who was born in October 2007. In 2015 they added a rescue puppy, Kendra, to the family.

John reports: The best way to describe me and my family's life right now is Chaotic Bliss.
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.
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General Information
Firm Start Year:

2003

No. of Employees:

2-4 Employees

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

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

Qualifications & Memberships
Insurance and Annuity Licenses:

Variable Annuity, Annuity

Financial Organization Memberships:

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

Services
Investment Types:

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

I provide a free initial consultation:

Yes

Preferred meeting methods
Can meet clients in the following ways:

Your Home, Our Office, Phone, Your Office, Email, Video Conference

Compensation and Fees
Fee Structure:

Fee-Based

Minimum Portfolio Size for New Managed Accounts:

$25,000

Compensation Methods:

Based on Assets

Firm Information
Advisor's Number of Clients:

115

Advisor's Number of Planning Clients:

115

Total Assets Under Management by Advisor:

42,000,000

23 Years of Experience
CRD# 4495513Firm CRD# 20804Series: 66, 7
Compliance
Investment Advisor RepresentativeYes
Compliance Disclosures in Last 5 yearsHave a clean record
Criminal Disclosures in Last 5 yearsHave a clean record
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