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John Severy-Hoven, CFP®, MBA

Oracle Financial Planners LLC

1595 Selby Avenue
Suite 213

Saint Paul, MN 55104
(651) 4420465

Invest with vision

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.

General Information

Firm Start Year

2003

No.of Employees

2-4

CRD#

4495513

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

6

Number of Years with Current Firm

5

I work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations, Investment Clubs

Services

Investment Types

Mutual Funds, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Annuities, Stocks, Insurance, Bonds, Socially Responsible Investments (SRI)

I can meet clients in the following ways

At your office, Via email, Via phone, At your home, At my office

Compliance

Registered Investment Advisor

No

Registered Representative

No

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

Qualifications & Membership

Certifications, Accreditations & Designations

CERTIFIED FINANCIAL PLANNER™ Certificant

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Annuity, Variable Life, Long Term Care, Variable Annuity, Life

Financial Organization Memberships

Social Investment Forum (SIF), Financial Planning Association (FPA)

Compensation and Fees

Fee Structure

Fee-Based (Fee and Commissions)

Minimum Portfolio Size for New Managed Accounts

$50,000

Compensation Methods

Based on Assets