Unclaimed Profile

John Robert Goltermann

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP·ASPEN, Colorado

Series 3, Series 7, Series 7TO, Series 63, Series 65CFAClean record24 years registeredOBERMEYER WOOD INVESTMENT COUNSEL, LLLP

501 RIO GRANDE PLACE, ASPEN, CO 81611CRD# 2145136Firm CRD# 110069

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Robert Goltermann · ASPEN, CO

Registration

CRD #2145136 · OBERMEYER WOOD INVESTMENT COUNSEL, LLLP · 24 years registered

Brand Profile

Not yet started

Career History

TOWNSEND

Sep 2022 – present

HIGHGATE SECURITIES INVESTMENTS

Dec 2016 – Dec 2022

DENVER, CO

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

Aug 2002 – Nov 2016

DENVER, CO

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 7TO

Series 63

Series 65

Registration record

First registered · August 1, 2002

Years registered · 24

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

CRD 110069 · SEC 801-54953

AUM

$2.4B

Regulatory assets under management

Employees

2,385 client accounts

Services offered by OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at OBERMEYER WOOD INVESTMENT COUNSEL, LLLP →

Introduction

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Frequently Asked Questions

What services does John Robert Goltermann offer?

John Robert Goltermann specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ASPEN, Colorado for a consultation.

What are John Robert Goltermann's credentials?

John Robert Goltermann holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John Robert Goltermann located?

John Robert Goltermann is based in ASPEN, Colorado, working with OBERMEYER WOOD INVESTMENT COUNSEL, LLLP. Their office serves clients in the ASPEN metropolitan area and surrounding communities.

How does John Robert Goltermann charge for services?

John Robert Goltermann's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OBERMEYER WOOD INVESTMENT COUNSEL, LLLP?

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP has approximately 24 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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