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Randy Keith Flowers

Waterloo Capital

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About Randy Keith Flowers

Randy Keith Flowers is a financial advisor based in Austin, Texas. Randy has been in the industry since 2018 and has worked for a variety of firms including PIMCO INVESTMENTS LLC, Goodwater Wealth Management of Raymond James, Horizon Bank, and Southwestern University. Randy currently works as a portfolio manager for both Waterloo Capital and Intelligent Wealth Solutions LLC. Randy holds a Series 3, Series 7TO, and Series 63 license. Randy's specializations include: Portfolio Management, Retirement Planning, Financial Planning, and College Savings.

Firm Information

Randy Flowers is currently registered with Waterloo Capital. Waterloo Capital is an investment advisory firm located in Austin, Texas. The firm provides a range of services, including financial planning, pension consulting, and portfolio management. They specialize in serving high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. The firm has approximately $1.3 billion in regulatory assets under management. Waterloo Capital is registered with the SEC and has a wrap fee program.
Waterloo Capital

2700 VIA FORTUNA

AUSTIN, TX 78746

$1.30B

Assets Under Management

Not reported

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Randy Flowers’s Registration & Firm History

TX

11/14/2022 - Present

Waterloo Capital (AUSTIN TX)

TX

09/11/2020 - 06/23/2022

PIMCO INVESTMENTS LLC (Austin TX)

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Licenses & Designations

BC

Issued 10/03/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/01/2022

Series 3 - National Commodity Futures Examination

BC

Issued 09/11/2020

Series 7TO - General Securities Representative Examination

BC

Issued 08/10/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Randy Keith Flowers.
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