Overwhelmed by options?
Answer a few questions to see advisors matched to you.
2 advisors near
65582
within the area shown on the map
Out of 400,000+ nationwide
Traeton H
Series 66
Vienna, MO
Cetera
Traeton Helton is a financial advisor at Cetera with seven years of industry experience. He holds a Series 66 designation and has been with Cetera and Cetera Investment Services LLC since 2018. His prior experience includes work at The Maries County Bank and Nicklas Financial. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with multiple program options and affiliations, managing over $256 billion in assets.
Terry H
Series 63, Series 66
Vienna, MO
Cetera
Terry Helton is a financial advisor with Cetera in Vienna, MO, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has been with Cetera and Cetera Investment Services LLC since 2016. Helton is also President, CEO, and Chairman of the Board for The Maries County Bank, where he oversees day-to-day management and serves on the board of the holding company and related employee benefit plans. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform that includes affiliated and third-party managers across various program structures.
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.
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
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
2 advisors near
65582
within the area shown on the map
Out of 400,000+ nationwide