Lacey Leanne Barger
Advisor at Cetera — Lawton, OK SW Park Ridge Blvd.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
11 years
Location
Lawton, OK 73505
Cetera
Institution
Lacey Barger is a financial advisor at Cetera with 11 years of industry experience and holds a Series 66 designation. Prior to joining Cetera, she worked at Avantax Advisory Services and its affiliated entities for nearly a decade. Outside of her advisory role, Barger is involved in accounting and tax preparation through her position as a shareholder at Barnes Welsh & Perry PC and serves on educational advisory committees for Cameron University and the Great Plains Technology Center. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that combines affiliated models, third-party managers, and customized strategies.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.
Lawton, OK SW Park Ridge Blvd.
1401 SW Park Ridge Blvd., Ste. D
Lawton OK 73505
Advisors at this office
1
Oklahoma
11 years of industry experience
Cetera Wealth Services, LLC
2025 - Present • 1 year
Lawton, OK
Cetera
2025 - Present • 1 year
Schaumburg, IL
Cameron University
2020 - Present • 6 years
Lawton, OK
Avantax Advisory services
2016 - 2025 • 9 years
Lawton, OK
Avantax Insurance Agency, LLC
2016 - 2025 • 9 years
Lawton, OK
Avantax Investment Services, INC.
2015 - 2025 • 10 years
Lawton, OK
Barnes Welsh & Perry PC
2013 - Present • 13 years
Lawton, OK
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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