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John Robert Goltermann

Townsend

Westminster, CO

Denver, CO

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Current Employers
Townsend

2761 W. 120Th Ave., Suite 200, Westminster, CO 80234 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2022-09-22
TX RA APPROVED 2022-09-22
  • CO RA
    APPROVED
    Since 2022-09-22
  • TX RA
    APPROVED
    Since 2022-09-22

Branch Locations

2761 W. 120Th Ave., Suite 200, Westminster, CO 80234 • United States

2000 South Colorado Boulevard, Tower Two Suite 460, Denver, CO 80222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Obermeyer Wood Investment Counsel, Lllp Aspen CO 11/2000 11/2016
Highgate Securities Investments Llc Denver CO 11/2016 Present
Townsend Westminster CO 09/2022 Present
Securities America, Inc. Denver CO 05/2023 06/2024
Osaic Wealth, Inc. Denver CO 06/2024 07/2025
Private Client Services Denver CO 07/2025 Present
  • 11/2000 → 11/2016
    Obermeyer Wood Investment Counsel, Lllp
    Aspen, CO
  • 11/2016 → Present
    Highgate Securities Investments Llc
    Denver, CO
  • 09/2022 → Present
    Townsend
    Westminster, CO
  • 05/2023 → 06/2024
    Securities America, Inc.
    Denver, CO
  • 06/2024 → 07/2025
    Osaic Wealth, Inc.
    Denver, CO
  • 07/2025 → Present
    Private Client Services
    Denver, CO
Previous Registrations
  • 2016-12-23 → 2022-12-31
    Highgate Securities Investments
    Denver, CO
  • 2002-08-01 → 2016-11-16
    Obermeyer Wealth Partners
    Aspen, CO
    Aspen, CO
    Denver, CO
    Aspen, CO
    Denver, CO
Other Businesses

1) Townsend & Associates. 2761 W 120th Ave, Ste 200, Westminster, CO 80234. RIA. 168 hrs/mo; 140 during trading hrs.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-04-02
S63 Uniform Securities Agent State Law Examination 1991-06-07
  • S65 Uniform Investment Adviser Law Examination
    1993-04-02
  • S63 Uniform Securities Agent State Law Examination
    1991-06-07
Designations

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
ASCENSUS INVESTMENT ADVISORS, LLC
KEY INVESTMENT SERVICES LLC
EDWARD JONES
WEALTH WATCH ADVISORS, INC
WORTH ADVISORS
EDELMAN FINANCIAL ENGINES

Other Investors

DANIEL GEORGE MEDINA
Jodie McKenzie
AMIT SHRESTHA
JENNIFER WEEKS ARMSTRONG
JEANZEN MURIEL MERCADO
Stephen Carrera
RYAN JAMES PETRY
Ryan Michael Cox

Other Offices

J.P. MORGAN SECURITIES LLC · WESTMINSTER, CO
WELLS FARGO CLEARING SERVICES, LLC · WESTMINSTER, CO
ASCENSUS INVESTMENT ADVISORS, LLC · BROOMFIELD, CO
KEY INVESTMENT SERVICES LLC · Westminster, CO
EDWARD JONES · WESTMINSTER, CO
WEALTH WATCH ADVISORS, INC · WESTMINSTER, CO
WORTH ADVISORS · Westminster, CO
EDELMAN FINANCIAL ENGINES · WESTMINSTER, CO

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