wiseradvisor


John Severy-Hoven, CERTIFIED FINANCIAL PLANNER, MBA, CFP®
Oracle Financial Planners LLC

Tel: 651-442-0465
1595 Selby Avenue
Suite 213
Saint Paul, MN 55104
Oracle Financial Planners LLC | Financial Advisor in Saint Paul ,MN

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.

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.

Talk to an Advisor and GET ANSWERS   
      

General Information

Firm Start Year:   2003
No.of Employees:   2-4
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
Work with the following types of clients:   Non-Profit Organizations, Investment Clubs, Individual Investors, Businesses
Advisory Services Provided:   Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities, 401K Rollovers

Services

Investment Types:   Stocks, Bonds, Exchange Traded Funds (ETFs), Commodities, Alternative Investments, Mutual Funds, Annuities, Insurance, Mortgages & Real Estate, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Via Email, Via Phone, Your Office, Your Home, Our Office

Qualifications & Memberships

Insurance and Annuity Licenses:   Long Term Care, Variable Life, Annuity, Life, Variable Annuity
Financial Organization Memberships:   Social Investment Forum (SIF), Financial Planning Association (FPA)

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $50,000

Talk to an Advisor and GET ANSWERS   

Faqs

Why should I choose you as my financial advisor?

I have two master's degrees (an MBA with an investment finance focus and a Masters of Arts for counseling psychology). I have a CFP designation (Certified Financial Planner). In 2008 and 2009 I was named as a 5-star Wealth Manager based on Client Satisfaction according to the Minneapolis/St. Paul Magazine and Minnesota Business Monthly.

What are your qualifications? What is your education background?

To serve as an objective third party to assist in managing the overall investment process. Following a disciplined investment process consisting of: The preparation and maintenance of an investment policy statement. Selecting investments and asset classes that ensures prudent diversification. Managing expenses associated with the Portfolio. Monitoring and supervising investment options.

How do you charge for your services?

Comprehensive Financial Planning with a focus on retirement planning.

How are you compensated? How will I pay for your services?

I have worked as a financial planner for 6 years and owned Oracle Financial Planners for 5 years. I currently work with about 100 clients (measured by the number of families I work with and the number of employer sponsored retirement plans as well).

If you are going to manage my account, will you obtain my permission every time you buy or sell something?

Along with my two assistants.

SEE MORE  

Compliance

Investment Advisor Representative:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


brokercheck