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John + Severy Hoven - Financial Advisor in Saint Paul, MN

Paladin Research Report For:

John Severy Hoven

Oracle Financial Planners LLC

CFP® MBA
1595 Selby Avenue
Suite 213
Saint Paul, MN 55104
651-442-0465
Visit Website
https://www.oraclefp.com/

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.

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
  • 6
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 Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Retirement Planning

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 66, Series 7
Insurance and Annuity Licenses
  • Life, Variable Annuity, Long Term Care, Variable Life, 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

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

Disclaimer

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

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Connect with us

  • Office Address
    12150 Monument Drive, Suite 700
    Fairfax, VA, 22033
  • Telephones
    Tel: 703-651-2060
    Fax: 703-259-4487
  • Social Networks

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