# INTELLIGENT FINANCIAL STRATEGIES, LLC

INTELLIGENT FINANCIAL STRATEGIES, LLC of EXCELSIOR, MN is an SEC-registered investment adviser.

## Registration

- CRD: 108048
- Type: SEC-registered investment adviser
- SEC file number: 801-57626
- Location: 34 WATER STREET, SUITE 8, EXCELSIOR, MN, 55331
- Phone: 952-941-2795
- Latest filing: 2026-01-23
- Regulatory AUM: $242.0M
- Discretionary AUM: $242.0M
- Clients: 2
- Accounts: 326

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (5)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108048/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108048/similar
- Related entities: https://search.stillhousedata.com/firm/108048/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108048

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.