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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
Years of Experience in Financial Services:    6
Number of Years with Current Firm:    5
I work with the following types of clients:    Individual Investors, Non-Profit Organizations, Businesses, Investment Clubs
 

Services

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

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 7, Series 66
Insurance and Annuity Licenses:    Annuity, Variable Life, Long Term Care, Variable Annuity, Life
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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