JG
CFA
JG
CFA

John Robert Goltermann

28 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
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Location

2761 W. 120th Ave., Suite 200, Westminster, CO, 80234

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

John is the Chief Investment Officer and an Investment Advisor at Townsend & Associates, dedicating nearly full-time hours to these roles. He also volunteers on the advisory board for MSU Denver College of Business, requiring minimal time.

Employment History
Current Registrations
Private Client Services, LLCBroker
July 2025 - Present · 7 mos
Townsend
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
Osaic Wealth, INC.Broker
June 2024 - July 2025 · 1 yr 1 mo
Securities America, INC.Broker
June 2023 - June 2024 · 1 yr
Highgate Securities Investments
December 2016 - December 2022 · 6 yrs
Obermeyer Wood Investment Counsel, Lllp
August 2002 - November 2016 · 14 yrs 3 mos
Janus Distributors, INC.Broker
July 1994 - July 1998 · 4 yrs
Dean Witter Reynolds INC.Broker
January 1992 - May 1993 · 1 yr 4 mos
Baring & Brown, INC.Broker
May 1991 - August 1991 · 3 mos
State Registrations2 states
COTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.