Cole R. Linquist

FORTRESS WEALTH GROUP

Winter Park, FL 32789

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CRD#: 6234099

Professional summary

Cole Robert Linquist, CFP®, CIMA® is a registered financial advisor currently at FORTRESS WEALTH GROUP located in Winter Park, Florida.

Cole is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Cole has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Insurance Sales; same address; Non-Investment Related; Appx 10% of time during the month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cole Robert Linquist'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®

CFP^®

Certified Financial Planner

Start date: 2019

CIMA^®

Certified Investment Management Analyst

Experience

Current

June 25, 2020 - Present

FORTRESS WEALTH GROUP

Office #1: 1099 W Morse Blvd, Winter Park, FL 32789

RIA

CRD#: 308968

Winter Park, FL

Past

November 4, 2014 - June 23, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

ORLANDO, FL

Past

September 9, 2014 - June 23, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

ORLANDO, FL

Past

July 10, 2014 - September 5, 2014

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

ORLANDO, FL

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".

FORTRESS WEALTH GROUP

FORTRESS ADVISERS, LLC | FWG HOLDINGS, LLC | FORTRESS WEALTH GROUP, LLC | FORTRESS WEALTH GROUP

CRD#: 308968 / SEC#: 801-118769

RIA

Registered Investment Advisory firm - (5/26/2020 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

Florida
(6/25/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/4/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/10/2014

General Securities Representative Examination

Current Firm

FORTRESS WEALTH GROUP

FORTRESS ADVISERS, LLC | FWG HOLDINGS, LLC | FORTRESS WEALTH GROUP, LLC | FORTRESS WEALTH GROUP

CRD#: 308968 / SEC#: 801-118769

RIA

Registered Investment Advisory firm - (5/26/2020 Approved)

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Contact information

Main Address

1099 W Morse Blvd, Winter Park, FL 32789

Mailing Address

Phone number

(407) 999-8998

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORTRESS DISCLOSURE BROCHURE (10/30/2025)

Regulatory assets under management

Total Number of Accounts	968
AUM (Assets Under Management)	$ 345,016,442

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.

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Cole R. Linquist

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cole Robert Linquist's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORTRESS WEALTH GROUP

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

COMMONWEALTH FINANCIAL NETWORK

Primary Firm SEC Registration

FORTRESS WEALTH GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 11/4/2014

SIE

Date: 10/1/2018

Series 7

Date: 7/10/2014

Current Firm

FORTRESS WEALTH GROUP

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FORTRESS WEALTH GROUP

TRUST BUT VERIFY

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