Cole Linquist has been an investment adviser representative at FWG Holdings since June 2020, and is not listed among the firm’s executive officers or direct owners. Cole Linquist holds a Bachelor's degree in Finance from the University of Central Florida.
FWG Holdings, LLC is a Winter Park, FL firm with $439M under management, 384 clients and 5 advisers in one office, as of its March 2026 filing.
Cole Linquist is President of Fortress Wealth Group. He oversees business operations, advises a diverse client base and manages the investment process for FWG and FWG Capital. He has been with the firm since its inception in 2020.
Cole Linquist’s longest registration is the current one, 6 years at FWG Holdings since 2020. Before joining FWG Holdings in 2020, Cole Linquist was registered through Ameriprise Financial Services, LLC.
- Fortress Wealth GroupCurrent– present · 6 yearsWinter Park, FL · Adviser representative · Firm CRD 308968
- Ameriprise Financial Services, LLC.– · 5 yearsOrlando, FL · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Cole Linquist is registered as an investment adviser representative in Florida, since June 2020.
- FloridaSince 25 June 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 4 November 2014 |
| Series 7 | General Securities Representative Examination | 10 July 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Cole Robert Linquist
- CRD
- 6234099
- Firm
- FWG Holdings · CRD 308968
- Office
- 1099 W MORSE BLVD, Winter Park, FL 32789
- Registration
- Investment adviser registration
- In the industry since
- July 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fortresswealthgroup.com
Where does Cole Linquist work?
Cole Linquist is an investment adviser representative registered through FWG Holdings, LLC since June 2020, and is not listed among the firm’s executive officers or direct owners.
Is Cole Linquist a financial advisor?
Yes. Cole Linquist has a current investment-adviser registration in Florida, through FWG Holdings since June 2020.
How many years of experience does Cole Linquist have?
Cole Linquist has 12 years in the financial industry, since July 2014, across 2 adviser firms.
What exams has Cole Linquist passed?
Cole Linquist has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2014. FINRA credited Cole Linquist with the SIE, which began in October 2018.
Where did Cole Linquist work before FWG Holdings?
Before FWG Holdings, Cole Linquist was registered through Ameriprise Financial Services, LLC., November 2014 to June 2020.
Where is Cole Linquist based?
Cole Linquist’s registered office is in Winter Park, FL.
Is Cole Linquist registered with FINRA?
No. Cole Linquist has no current broker registration.
How can I verify Cole Linquist’s record?
Search CRD 6234099 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cole Linquist’s full registration record.
