John Robert Goltermann
Investment adviser representative at Townsend
26 yearsExperience
2 statesRegistered in
CFADesignation
$1.5BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
26 years in the industry.
- Private Client ServicesJul 2025 to now
- TownsendSep 2022 to now
- Highgate Securities Investments LLCNov 2016 to now
- Osaic Wealth, Inc.Jun 2024 to Jul 2025
- Securities America, Inc.May 2023 to Jun 2024
- Obermeyer Wood Investment Counsel, LllpNov 2000 to Nov 2016
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Townsend
Legal name: Townsend & Associates, Inc.
$1.5BAssets managed
1,514Clients
18Advisers
20 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
- 2145136
- Firm CRD
- 113681