JohnSevery Hoven- Financial Advisor Saint Paul, MN

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About John Severy Hoven

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.

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General Information

Firm Start Year

2003

No. of Employees

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

Number of Years with Current Firm

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

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

Advisor's Number of Planning Clients

Assets Managed by Advisor

35,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$50,000

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1841333/paladinregistry-Oracle-Financial-Planners-LLC-detailed-disclosure.html

Disclaimer

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC.

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Paladin Research Report For:

John Severy Hoven

Oracle Financial Planners LLC