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
20 years
Shana Hofmeister is a financial advisor at Investment Strategies, L.L.C. in Corpus Christi, TX, with 20 years of industry experience. She holds a Series 66 designation and has worked with multiple firms, including Besch, LLC and United Planners' Financial Services. Outside of finance, she is involved in oil and gas exploration as a partner in South Bluff Oil and Gas Partnership and manages Fowler Station, LLC, which focuses on cattle grazing, wildlife management, and potential olive orchard development. 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 combination of fundamental, technical, and cyclical analysis and utilizes a range of investment strategies, including options and derivatives, supported by a two-person advisory team offering multidisciplinary planning.
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
FRA Bound, LLC
2024 - Present (2 years)
National Association of Registered Social Security Analysts Ltd
2023 - Present (3 years)
Besch, LLC
2015 - 2024 (9 years)
Shana F. Hofmeister Makeup Distributor
2015 - 2017 (2 years)
Fowler Station, LLC
2015 - Present (11 years)
Texas Tramper - YouTube Channel
2015 - 2024 (9 years)
Shana F. Hofmeister Product Consultant
2014 - 2018 (4 years)
Shana F. Hofmeister - Photography Services
2013 - 2024 (11 years)
United Planners' Financial Services
2012 - Present (14 years)
Investment Strategies, LLC
2011 - Present (15 years)
Associated Builders & Contractors, Inc.
2011 - 2018 (7 years)
Texas Notary
2009 - Present (17 years)
South Bluff Oil and Gas Partnership
2009 - Present (17 years)
Shana F. Hofmeister
2006 - Present (20 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.
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