Advisor at Investment Strategies, L.L.C.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Investment Strategies, L.L.C.
Location
Corpus Christi, TX
Credentials
Series 66
Industry experience
26 years
Dorothy Fowler is a financial advisor with Investment Strategies, L.L.C. in Corpus Christi, TX, holding a Series 66 designation and bringing 26 years of industry experience. She has been with Investment Strategies, LLC since 2011 and United Planners' Financial Services since 2012. Outside of advising, she is involved in cattle grazing and wildlife management through Fowler Station, LLC. Investment Strategies, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and select business entities. The firm employs a range of strategies including fundamental, technical, and cyclical analysis, as well as options and derivative strategies, supported by a two-person advisory team serving a small client base.
Based on Investment Strategies, L.L.C.
$0 - $500,000: 2.25% $500,001 - $1,000,000: 2.00% $1,000,001 - $2,000,000: 1.75% $2,000,001+: 1.50%
Investment adviser representatives may sell securities for commission through United Planners Financial Services, including trail fees from mutual funds; commissions do not reduce advisory fees and can be up to 50% of firm revenue.
Corpus Christi, TX
Texas
United Planners' Financial Services
2012 - Present (14 years)
Investment Strategies, LLC
2011 - Present (15 years)
South Bluff Oil and Gas Partnership
2009 - Present (17 years)
Dorothy A. Fowler
2000 - Present (26 years)
Bluff Leasing
1988 - Present (38 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Robstown, TX
Rook Strategies Wealth Management, PLLC
Series 65
Corpus Christi, TX
Oak Tree Wealth Management
Series 63, Series 65
Corp Christi, TX
JMJRG, Inc. dba Strategic Wealth Management Group
Series 63, Series 65
Corpus Christi, TX
Springwater Advisors, LLC
Series 63, Series 65
Corpus Christi, TX
Oak Tree Wealth Management
Series 66
Corpus Christi, TX
Investment Strategies, L.L.C.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")