A complete list of active advisors currently associated with 1st Financial LLC

Warmer can help you find a great advisor at 1st Financial LLC or one who fits your needs even better.

1st Financial, LLC provides discretionary portfolio management for individuals (including many high-net-worth clients), as well as businesses, charities and small pension clients. Its advisory services include managing accounts in common securities such as stocks and bonds, mutual funds and ETFs, government securities, options and CDs, with services tailored through client consultations. The firm combines technical analysis — including moving-average analysis of major indices — with fundamental company analysis, and uses industry publications and online research tools (Morningstar, S&P, Wall Street Journal and similar) to inform investment decisions. It describes a relatively conservative approach with limited trading, weekly portfolio reviews, and ongoing monitoring and adjustments consistent with each client’s stated goals and risk tolerance. Distinctive aspects disclosed in the brochure include that the firm’s principal is a licensed insurance agent who sells insurance products for commissions and devotes a substantial portion of his workweek to that activity, while the advisory business does not accept securities commissions. The firm also does not accept authority to vote client securities (clients receive proxies directly) and notes that client reporting may encompass assets held with other money managers, while stating it does not receive referral compensation for recommending other registered investment advisers.

To learn more about the advisors currently working at 1st Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Leo Wagner III	New Port Richey, FL	17

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support