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.
General Information |
| Firm Start Year: | 2003 | |
| No.of Employees: | 2-4 | |
| Gender: | Male |
| 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 |
| 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 |
Services |
| 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) |
Compliance |
| 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 |
| Fee Structure: | Fee-Based |
| 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.