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|
|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|
|Number of Years with Current Firm:||5|
|I work with the following types of clients:||Businesses, Investment Clubs, Individual Investors, Non-Profit Organizations|
|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|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity, Long Term Care, Variable Annuity, Variable Life, Life|
|Financial Organization Memberships:||Financial Planning Association (FPA), Social Investment Forum (SIF)|
|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|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$50,000|
|Compensation Methods:||Based on Assets|
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.