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Craig Arnold Sorenson

1ST CONSUMER ADVISORY GROUP LLC·GREENWOOD VILLAGE, Colorado
1ST CONSUMER ADVISORY GROUP LLC
9250 E. COSTILLA AVE., GREENWOOD VILLAGE, CO 80112CRD# 1132166Firm CRD# 169633

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Craig Arnold Sorenson · GREENWOOD VILLAGE, CO
Registration
CRD #1132166 · 1ST CONSUMER ADVISORY GROUP LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Craig Arnold Sorenson is a registered financial advisor based in GREENWOOD VILLAGE, Colorado, affiliated with 1ST CONSUMER ADVISORY GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
1ST CONSUMER ADVISORY GROUP LLC
1ST CONSUMER ADVISORY GROUP LLC
AUM
$1M
Regulatory assets under management
Employees
3
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: THIRD PARTY ADVISORY FEES
Regulatory
SEC/IARD CRD# 1132166
Firm CRD# 169633
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Craig Arnold Sorenson offer?
Craig Arnold Sorenson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREENWOOD VILLAGE, Colorado for a consultation.
What are Craig Arnold Sorenson's credentials?
Craig Arnold Sorenson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig Arnold Sorenson located?
Craig Arnold Sorenson is based in GREENWOOD VILLAGE, Colorado, working with 1ST CONSUMER ADVISORY GROUP LLC. Their office serves clients in the GREENWOOD VILLAGE metropolitan area and surrounding communities.
How does Craig Arnold Sorenson charge for services?
Craig Arnold Sorenson's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 1ST CONSUMER ADVISORY GROUP LLC?
1ST CONSUMER ADVISORY GROUP LLC has approximately 3 employees and manages $1M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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