John
Goltermann
Townsend
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About this Advisor
John Goltermann is a chartered financial analyst based in Denver, Colorado who has 1 year of relevant experience. Goltermann is an employee of Townsend. Their career trajectory has included roles at Obermeyer Wood Investment Counsel, Lllp, Highgate Securities Investments LLC and Townsend. Goltermann has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Colorado and Texas. Townsend is an advisory business based in Denver, CO. The company has a total of 29 advisors. It handles $991 million in assets between its 3,357 accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 3,357 client accounts, 34% are associated with high-net-worth clients who have at least $1 million in assets. Townsend has a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. Financial advisory fees typically depend on which services are provided. Fees charged by Townsend most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Townsend Brokerage Details
$991,009,796
29
3,357
$295,207
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
John Goltermann Work History
John has been registered as a financial advisor for 1 years.*
Townsend
Highgate Securities Investments LLC
Obermeyer Wood Investment Counsel, Lllp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Goltermann to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Townsend
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
