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Inactive

Joseph Elias Bertilson

Cedrus Wealth Group

Andover, MN

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Current Employers
Cedrus Wealth Group

1887 Station Parkway Northwest, Andover, MN 55304 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-03-28
  • MN RA
    APPROVED
    Since 2025-03-28

Branch Locations

1887 Station Parkway Northwest, Andover, MN 55304 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 07/2012 02/2022
Raymond James Financial Services, Inc. Coon Rapids MN 02/2022 Present
Raymond James Financial Services Advisor Coon Rapids MN 02/2022 Present
The Missionbridge Wealth Partners Coon Rapids MN 02/2022 12/2023
Cedrus Wealth Group Llc Andover MN 02/2024 Present
  • 07/2012 → 02/2022
    St Louis, MO
  • 02/2022 → Present
    Raymond James Financial Services, Inc.
    Coon Rapids, MN
  • 02/2022 → Present
    Raymond James Financial Services Advisor
    Coon Rapids, MN
  • 02/2022 → 12/2023
    The Missionbridge Wealth Partners
    Coon Rapids, MN
  • 02/2024 → Present
    Cedrus Wealth Group Llc
    Andover, MN
Previous Registrations
Other Businesses

(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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-25
  • S66 Uniform Combined State Law Examination
    2012-08-25
Other Names
  • Joseph Bertilson
  • Joseph Elias Bertilson

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