INTELLIGENT FINANCIAL STRATEGIES, LLC of EXCELSIOR, MN is an SEC-registered investment adviser (CRD 108048). Regulatory assets under management: $242.0M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Jason Patrick Good | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| DANIELSON MARK JAMES | PARTNER; PARTNER & CHIEF COMPLIANCE OFFICER | — |
| GARRITY CHARLES EDWARD | CHIEF MANAGER; PARTNER | — |
| GOOD JASON PATRICK | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| PITZL JOSEPH DANIEL | PRINCIPAL AND DIRECTOR OF FINANCIAL PLANNING | — |