user avatar

Lacey Barger

Advisor at Cetera

Updated today

Location

Lawton, OK 73505

Credentials

Series 66

Industry experience

10 years

About

Lacey Barger is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. She has worked with Avantax Advisory Services and Cameron University and is currently affiliated with Cetera Wealth Services. Outside of her advisory role, she is a member of the Cameron University Department of Business Advisory Board and participates in an advisory committee for Great Plains Technology Center’s Accounting Services program. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions supported by a combination of advisor-managed accounts, model portfolios, and third-party managed strategies.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

1401 Sw Park Ridge Blvd., Ste. D

Lawton, OK 73505

Most active in

Oklahoma

Work history

Cetera Wealth Services, LLC

2025 - Present (1 year)

Cetera

2025 - Present (1 year)

Cameron University

2020 - Present (6 years)

Avantax Advisory services

2016 - 2025 (9 years)

Avantax Insurance Agency, LLC

2016 - 2025 (9 years)

Avantax Investment Services, INC.

2015 - 2025 (10 years)

Barnes Welsh & Perry PC

2013 - Present (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

John M

Series 65

Lawton, OK

Invictus Investment Advisors

John Montgomery is a financial advisor at Invictus Investment Advisors in Lawton, OK, with six years of industry experience. He holds a Series 65 designation and has prior work history including roles with the State of Oklahoma and the University of Oklahoma. Montgomery is also a member of the Lawton Fort Sill Chamber of Commerce. Invictus Investment Advisors is a state-registered, single-advisor firm serving individual and institutional clients, including employer-sponsored retirement plans. The firm employs a primarily passive, Modern Portfolio Theory–based investment approach, emphasizing asset allocation, low turnover, and tax efficiency, while also incorporating fundamental and technical analysis when appropriate.

Passive / index investing
user avatar

Marquise H

Series 66

Lawton, OK

Arvest Wealth management

Marquise Haliburton is a financial advisor at Arvest Wealth Management in Lawton, OK, with two years of industry experience. He holds a Series 66 credential and has worked at both Arvest Wealth Management and Arvest Bank since 2023. Prior to his financial services career, he was employed at Target and the Lawton Country Club. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management through wrap programs and retirement plan consulting, utilizing Investment Policy Statements to guide service recommendations and model allocations.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
user avatar

Wade M

Series 66

Lawton, OK

First Command Advisory Services

Wade Myatt is a financial advisor at First Command Advisory Services with three years of industry experience. He holds the Series 66 designation and previously worked at MSC Industrial Supply Co and Super Supplements. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers structured engagements such as its Tailored Professional Services and Asset Management Solutions programs.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
user avatar

Anna Kay H

Series 66

Lawton, OK

First Command Advisory Services

Anna Kay Hamilton is a Series 66-licensed financial advisor with First Command Advisory Services in Lawton, Oklahoma, where she has worked since 2019. She has six years of industry experience, including prior roles at Liberty Tax and Walmart. Hamilton serves as Treasurer on the board of the Air Defense Association, a position she has held since 2022. First Command serves a diverse client base through financial planning, discretionary asset management, brokerage, insurance, and banking services. The firm emphasizes ongoing advisor-led planning relationships and offers a structured 12-month Tailored Professional Services engagement, supported by an in-house Investment Management Team that manages model portfolios on a discretionary basis.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
user avatar

Cassidy L

Series 63, Series 65

Lawton, OK

First Command Advisory Services

Cassidy Ley Han is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses. Han has no prior financial industry experience but served nine years in the United States Air Force before joining First Command in 2025. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers structured, face-to-face financial coaching with a 12-month engagement cycle supported by an in-house investment management team.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
user avatar

Savannah C

Series 66

Lawton, OK

First Command Advisory Services

Savannah Coltrain is a Series 66-licensed advisor at First Command Advisory Services with two years of industry experience. She has worked at various First Command entities since 2021 and has prior experience in investment and service roles at firms including New Oklahoma Investments and Backporch Drafthouse. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution. The firm emphasizes advisor-led planning relationships and offers structured, face-to-face financial coaching through its Tailored Professional Services engagement.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
Warmer team member

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

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")