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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
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.

Since 2008 he has been named a FIVE STAR: Best In Client Satisfaction Wealth Manager by the Minneapolis/St. Paul Magazine six times.

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
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:

22

Number of Years with Current Firm:

21

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

Compliance
Registered Investment Advisor:

No

Registered Representative:

No

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 & Memberships
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)

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

Compensation and Fees
Fee Structure:

Fee-Based

Minimum Portfolio Size for New Managed Accounts:

$50,000

Firm Information
Advisor's Number of Clients:

150

Advisor's Number of Planning Clients:

150

Total Assets Under Management by Advisor:

35,000,000

Preferred meeting methods
I provide a free initial consultation:

Yes

22 Years of Experience
CRD# 4495513Firm CRD# 39543Insurance License# 20327395Series 7, 66
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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