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Member · Fortress Wealth Group

Cole R. Linquist

CRD 6234099 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Fortress Wealth Group, an SEC-registered wealth manager based in Winter Park, FL with $439 million in regulatory assets, lists Cole R. Linquist on its Form ADV as Member. The SEC filings also name Cole at 1 other registered adviser.

Firms and roles

AtlasMembers

Cole’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
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When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • John E. LedfordPresident and Chief Compliance Officer, Fortress Wealth Group

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Cole’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.