Randy Keith Flowers

Employer firm

Intelligent Wealth Solutions LLC CRD 300403

$961M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2020 → 06/2022
  Pacific Investment Management Company Llc
  Austin, TX
• 06/2022 → Present
  Waterloo Capital
  Austin, TX
• 06/2019 → 07/2020
  Aspiriant Llc
  Austin, TX
• 05/2018 → 12/2018
  Goodwater Wealth Management Of Raymond James
  Georgetown, TX
• 02/2018 → 05/2018
  Horizon Bank
  Austin, TX
• 06/2015 → 06/2019
  Southwestern University
  Georgetown, TX
• 06/2022 → Present
  Intelligent Wealth Solutions
  Austin, TX

Other Businesses

WATERLOO CAPITAL INVESTMENT ADVISER PORTFOLIO MANAGER SINCE 06/2022 INVESTMENT RELATED INTELLIGENT WEALTH SOLUTIONS INVESTMENT ADVISER PORTFOLIO MANAGER SINCE 06/2022 INVESTMENT RELATED

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-10-03

Designations

• Chartered Financial Analyst

Other Names

• Randy Flowers