John Severy Hoven

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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.

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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

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

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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Oracle Financial Planners LLC