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RIA / WealthAdvisorCertified Financial Planner12 years in industry

COLE ROBERT LINQUIST

Advisor at FORTRESS WEALTH GROUP

WINTER PARK, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dc77186a-a028-6cef-3376-2e13ba50e7eb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Nov 4, 2014 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Cole Robert Linquist

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FORTRESS WEALTH GROUP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Nov 4, 2014
First registration: Nov 4, 2014
Dual registered: no
IAPD individual key: 6234099

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FORTRESS WEALTH GROUP	Independent wealth	Jan 1, 2025	n/a	yes	WINTER PARK, FL	Current employment
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Nov 4, 2014	Jun 23, 2020	no	ORLANDO, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AMERIPRISE FINANCIAL SERVICES, LLC	FORTRESS WEALTH GROUP	Jun 23, 2020	Jan 1, 2025	1,653	Firm change after gap	Ibd to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
6363:308968:FL:2020-06-23	Jun 23, 2020	Jan 1, 2025	ORLANDO, FL	Firm change after gap

Relationships

Registered with (2)

→ FORTRESS WEALTH GROUPRegistered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Nov 4, 2014 to Jun 23, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dc77186a-a028-6cef-3376-2e13ba50e7eb
First observed: Nov 4, 2014
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

COLE ROBERT LINQUIST

Advisor at FORTRESS WEALTH GROUP

WINTER PARK, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dc77186a-a028-6cef-3376-2e13ba50e7eb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:58 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

FORTRESS WEALTH GROUP

Independent wealth

Jan 1, 2025

n/a

yes

WINTER PARK, FL

Current employment

AMERIPRISE FINANCIAL SERVICES, LLC

National bd RIA

Nov 4, 2014

Jun 23, 2020

ORLANDO, FL

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

AMERIPRISE FINANCIAL SERVICES, LLC

FORTRESS WEALTH GROUP

Jun 23, 2020

Jan 1, 2025

1,653

Firm change after gap

Ibd to RIA

Team

Left

Joined

From

Kind

6363:308968:FL:2020-06-23

Jun 23, 2020

Jan 1, 2025

ORLANDO, FL

Firm change after gap