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John S

CFP®, Series 66

St. Paul, MN

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

John Severy Hoven is a CFP® with 23 years of experience in the financial services industry. He is currently with United Planners Financial Services of America, where he has worked since 2024. Prior to that, he spent over two decades at Cambridge Investment Research in various capacities. Outside of his advisory role, he is a licensed notary and owns Oracle Financial Planners LLC, a marketing entity. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, and brokerage solutions. The firm operates an open-architecture platform with multiple custodians and a notable majority of non-discretionary assets under management.

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
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