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Featured Business Financial Advisor in Saint Paul, MN
Saint Paul Financial Advisors
Oracle Financial Planners LLC
1595 Selby Avenue, Suite 213
Saint Paul, MN 55104
(651) 442-0465
“Invest with vision”
Advisor Profile
John Severy-Hoven, CFP, MBA
Name:  John Severy-Hoven, CFP, MBA
Phone Number:  (651) 442-0465
Website:  Visit Website

About Oracle Financial Planners LLC

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.
 

General Information

Gender:    Male
CRD#:    4495513
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
States Willing to do Business in:   
Years of Experience in Financial Services:    6
Number of Years with Current Firm:    5
I work with the following types of clients:    Individual Investors, Investment Clubs, Businesses, Non-Profit Organizations
 

Services

Investment Types:    Mortgages & Real Estate, Stocks, Mutual Funds, Bonds, Alternative Investments, Commodities, Exchange Traded Funds (ETFs), Annuities, Insurance, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    Via phone, At your office, Via email, At my office, At your home
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 7, Series 66
Insurance and Annuity Licenses:    Annuity, Life, Variable Annuity, Variable Life, Long Term Care
Financial Organization Memberships:    Financial Planning Association (FPA), Social Investment Forum (SIF)
 

Compliance

Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $50,000
Compensation Methods:    Based on Assets
 
 
 
Prepared By: John Severy-Hoven, CFP, MBA

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