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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

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.

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
  • Investment Clubs, Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided
  • Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Money 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

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.