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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

1ST CONSUMER ADVISORY GROUP LLC

CRD 169633

GREENWOOD VILLAGE, CO

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:cb45fe6d-aa39-7bab-59ca-bcd0bd17d4f1

Data as of Jan 12, 2016 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 1
On other graphs: 0
Observed: Nov 13, 2013 to Jan 12, 2016
23 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $1.3MItem 5.F on the latest filing (2016-01-12); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.3M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 3
Accounts: 13
SEC number: 801-78825
CRD: 169633
Filings on the tape: 23
First filed: Nov 13, 2013
Latest filed: Jan 12, 2016
Organised: Limited Liability Company, Colorado

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FIRST CONSUMER FINANCIAL SOLUTIONS, INC.	MANAGING MEMBER	E	yes	10/2013	Jul 17, 2014	Jan 12, 2016
NEWMAN, WANDA, WALLACE	Member	C	yes	10/2013	Nov 13, 2013	Jan 12, 2016
NEWMAN, WANDA, WALLACE	CHIEF COMPLIANCE OFFICER	Na	yes	11/2013	Nov 13, 2013	Jan 12, 2016
PATERSON, KIMBERLY, SUZANNE	MANAGING MEMBER	C	yes	10/2013	Nov 13, 2013	Jan 12, 2016
SORENSON, CRAIG, ARNOLD	Member	C	yes	10/2013	May 1, 2014	Jan 12, 2016
SORENSON, CRAIG, ARNOLD	CHIEF EXECUTIVE OFFICER	Na	yes	04/2014	May 1, 2014	Jan 12, 2016

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
1ST CONSUMER INSURANCE AGENCY INC	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2014	Apr 14, 2015	n/a	n/a	4	4	n/a	n/a	n/a
2013	Mar 28, 2014	$0	$0	6	6	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2014	$1.3M	$0	n/a	n/a	n/a	3	6	n/a	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
INNOVATION PARTNERS LLC	2	Jan 25, 2016	Apr 27, 2016	GREENWOOD VILLAGE, CO	Team lift out	Other	100.0%

Relationships

Controls (4)

← SORENSON, CRAIG, ARNOLDOwnerMEMBER, ownership code C, individual
May 1, 2014 to presentfactForm ADV
← NEWMAN, WANDA, WALLACEOwnerMEMBER, ownership code C, individual
Nov 13, 2013 to presentfactForm ADV
← PATERSON, KIMBERLY, SUZANNEOwnerMANAGING MEMBER, ownership code C, individual
Nov 13, 2013 to presentfactForm ADV
← FIRST CONSUMER FINANCIAL SOLUTIONS, INC.OwnerMANAGING MEMBER, ownership code E, domestic entity
Jul 17, 2014 to presentfactForm ADV

Moved with (1)

→ INNOVATION PARTNERS LLCRegistered adviser2 advisors, team lift out, same day
Jan 25, 2016 to Apr 27, 2016factForm ADV

Registered with (4)

← Craig Arnold SorensonAdvisorregistration: previous registration
Jan 10, 2014 to Jan 25, 2016factForm ADV
← SHARON ELAINE SYKESAdvisorregistration: previous registration
Jul 20, 2015 to Jan 25, 2016factForm ADV
← RALPH DAVID JANITELLAdvisorregistration: previous registration
Jan 9, 2014 to Sep 2, 2014factForm ADV
← THOMAS P BOCKENSTEDTAdvisorregistration: previous registration
Apr 25, 2014 to Sep 2, 2014factForm ADV

Dated events

Occurred
Nov 13, 2013
First Form ADV filing
First Consumer Advisory Group Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cb45fe6d-aa39-7bab-59ca-bcd0bd17d4f1
First observed: Nov 13, 2013
Last observed: Jan 12, 2016 130 months ago
Source families: Federal regulator filings
3 registered feeds 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.

1ST CONSUMER ADVISORY GROUP LLC

CRD 169633

GREENWOOD VILLAGE, CO

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:cb45fe6d-aa39-7bab-59ca-bcd0bd17d4f1

Data as of Jan 12, 2016 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:34 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FIRST CONSUMER FINANCIAL SOLUTIONS, INC.

MANAGING MEMBER

yes

10/2013

Jul 17, 2014

Jan 12, 2016

NEWMAN, WANDA, WALLACE

Member

yes

10/2013

Nov 13, 2013

Jan 12, 2016

NEWMAN, WANDA, WALLACE

CHIEF COMPLIANCE OFFICER

yes

11/2013

Nov 13, 2013

Jan 12, 2016

PATERSON, KIMBERLY, SUZANNE

MANAGING MEMBER

yes

10/2013

Nov 13, 2013

Jan 12, 2016

SORENSON, CRAIG, ARNOLD

Member

yes

10/2013

May 1, 2014

Jan 12, 2016

SORENSON, CRAIG, ARNOLD

CHIEF EXECUTIVE OFFICER

yes

04/2014

May 1, 2014

Jan 12, 2016

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

1ST CONSUMER INSURANCE AGENCY INC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2014

Apr 14, 2015

n/a

2013

Mar 28, 2014

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2014

$1.3M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

INNOVATION PARTNERS LLC

Jan 25, 2016

Apr 27, 2016

GREENWOOD VILLAGE, CO

Team lift out

Other

100.0%