JG
CFA

John Robert Goltermann

28 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B

Fee Structure

Financial Planning:Investment management only

This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.

Areas of Practice
Investment Management
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Advisor Information

Office location

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

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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, LLC Broker
July 2025 - Present · 6 mos
Townsend
September 2022 - Present · 3 yrs 4 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.