John Paul Severy-hoven
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
23 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$12.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- United Planners' Financial Services of America A Limited PartnerDec 2024 to now
- United Planners Financial ServicesDec 2024 to now
- Cambridge Investment Research Advisors, Inc.Dec 2013 to Dec 2024
- Cambridge Investment Research, Inc.Apr 2003 to Dec 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4495513
- Firm CRD
- 20804