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EA

Eric J. Agrimson

CEDRUS WEALTH GROUP
ANDOVER, MN 55304
CRD#: 7979764
Some features on this profile are disabled
EA
Eric Joel AgrimsonCEDRUS WEALTH GROUP

Professional summary

Eric Joel Agrimson, who also goes by Eric J Agrimson, Eric Agrimson, is a registered financial advisor currently at CEDRUS WEALTH GROUP located in Andover, Minnesota.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Eric has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Eric J Agrimson | Eric Agrimson

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Joel Agrimson's CRS (Customer Relationship Summary).
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®
None

Experience

Current

May 1, 2026 - Present

CEDRUS WEALTH GROUP

Office #1: 1887 Station Parkway Northwest, Andover, MN 55304
RIA
CRD#: 334995
ANDOVER, MN
Past

December 3, 2024 - May 4, 2026

EDWARD JONES

RIA
CRD#: 250
ST MICHAEL, MN
Past

November 4, 2024 - May 4, 2026

EDWARD JONES

BD
CRD#: 250
ST MICHAEL, 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
(5/1/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/23/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/4/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/8/2024
Securities Industry Essentials Examination

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)
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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)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CEDRUS WEALTH GROUP LLC ADV PART 2A (12/1/2025)

Regulatory assets under management

Total Number of Accounts1,082
AUM (Assets Under Management)$ 136,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CEDRUS WEALTH GROUP

CRD#: 334995Andover, MN 55304

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