Intelligent Financial Strategies
Intelligent Financial Strategies (CRD# 108048) is a financial advisory firm headquartered in Excelsior, MN. They manage $153,605,773 in 307 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management154MILLION
Total Number of Accounts307ACCOUNTS
Average Account Value$500,345
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Jason Good (CRD# 4978923) is an Investment Advisor Representative working at Intelligent Financial Strategies in Excelsior, MN and has over 8 years of experience in the finance industry. Jason Good has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.