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:||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)|
|I can meet clients in the following ways:||Via Phone, At my office, At your home, At your office, Via Email|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Variable Annuity, Variable Life, Long Term Care, Life, Annuity|
|Financial Organization Memberships:||Social Investment Forum (SIF), Financial Planning Association (FPA)|
|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|
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.