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. 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

automated call

CRD#

4495513

Firm CRD#

20804

Name of Broker/Dealer

United Planners Financial Services of America

Name of Custodial Firm

Charles Schwab

States Licensed in

CA, CO, DC, IA, IL, MA, MI, MN, NC, NY, OR, TX, WA, WI

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Non-Profit Organizations, Businesses, Individual Investors

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

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

Variable Annuity, Annuity

Financial Organization Memberships

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

Firm Information

Advisor's Number of Clients

Advisor's Number of Planning Clients

Total Assets Under Management by Advisor

42,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$25,000

Compensation Methods

Based on Assets

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 United Planners Financial Services of America, a Broker/Dealer, member FINRA/SIPC.

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Paladin Research Report For:

Oracle Financial Planners LLC