JB
Joseph E. Bertilson
CEDRUS WEALTH GROUP
ANDOVER, MN 55304
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CRD#: 6089695
JB
Professional summary
Joseph Elias Bertilson, who also goes by Joseph Elias Bertilson, Joseph Bertilson, is a registered financial advisor currently at CEDRUS WEALTH GROUP located in Andover, Minnesota.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Joseph has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joseph Elias Bertilson | Joseph Bertilson
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) Name of Business: 360 SECURITY SERVICES LLC Address: 14022 Heather ST NW , Andover , MN, 55304, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 11/07/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Silent partner (2) Name of Business: Cedrus Wealth Group Address: 1887 Station Pkwy NW, Andover, MN, 55304-3367, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 02/28/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Owner/President (3) Name of Business: FTG Wealth, Inc Address: 14022 Heather Street NW, Andover, MN, 55304, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 02/11/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: FTG Wealth is an S Corp set up to receive pledged commissions from Raymond James, paid to me personally, pledged to FTG Wealth S Corp, from which I pay business related expenses. My position will be to manage the movement of money to the S corp to cover business expenses/cash flow. No marketing activity and business will not be conducted as "FTG Wealth". (4) Name of Business: Rooted Tax Group, LLC Address: 14022 Heather ST NW, Andover , MN, 55304, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 12/02/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Work with Partner Jesse to establish processes for tax.
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Elias Bertilson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 28, 2025 - Present
CEDRUS WEALTH GROUP
Office #1: 1887 Station Parkway Northwest, Andover, MN 55304RIA
CRD#: 334995
ANDOVER, MN
Past
February 11, 2022 - April 23, 2025
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
Coon Rapids, MN
Past
February 11, 2022 - April 23, 2025
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
Andover, MN
Past
October 22, 2012 - February 14, 2022
EDWARD JONES
RIA
CRD#: 250
ANDOVER, MN
Past
August 8, 2012 - February 14, 2022
EDWARD JONES
BD
CRD#: 250
ANDOVER, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CEDRUS WEALTH GROUP
CEDRUS WEALTH GROUP | CEDRUS WEALTH GROUP LLC
CRD#: 334995 / SEC#: 801-132257
RIA
Registered Investment Advisory firm - (3/26/2025 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Minnesota(3/28/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CW
CEDRUS WEALTH GROUP
CEDRUS WEALTH GROUP | CEDRUS WEALTH GROUP LLC
CRD#: 334995 / SEC#: 801-132257
RIA
Registered Investment Advisory firm - (3/26/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1887 Station Parkway Northwest, Andover, MN 55304
Mailing Address
Phone number
(763) 400-3224
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,082 |
| AUM (Assets Under Management) | $ 136,000,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CEDRUS WEALTH GROUP
CRD#: 334995Andover, MN 55304TRUST BUT VERIFY
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