John, Severy Hoven
Oracle Financial Planners LLC
1595 Selby AvenueSuite 213
Saint Paul, MN 55104
6514420465
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.
See Disclosures
General Information
Firm Start Year
2003
No. of Employees
2-4
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
Individual Investors, Businesses, Investment Clubs, Non-Profit Organizations
Advisory Services Provided
Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Financial Advice & Consulting, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management
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
Qualifications & Membership
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)
Firm Information
Advisor's Number of Clients
150
Advisor's Number of Planning Clients
150
Assets Managed by Advisor
35,000,000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$50,000
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1841333/financialplanners-Oracle-Financial-Planners-LLC-detailed-disclosure.html