Lindsey Jo Borgese

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2013 → 10/2017
  National Planning Corporation
  Emmaus, PA
• 10/2017 → Present
  Cetera Advisors Llc
  Denver, CO
• 01/2020 → Present
  Contour Wealth Management Llc
  Allentown, PA
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 10/2025 → Present
  Contour Capital Holdings, Llc
  Green Lane, PA

Previous Registrations

• 2009-09-08 → 2011-11-23
  Cetera Wealth Services, Llc
  Ephrata, PA
• 1999-07-06 → 2003-12-02
  Ameriprise Financial Services, Llc
  Glenview, IL

Other Businesses

(1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 10/2017; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE; (2) NAME OF OTHER BUSINESS: MARLBOROUGH ELEMENTARY SCHOOL P.T.F.S.; INVESTMENT RELATED: NO ADDRESS: 1450 GRAVEL PIKE, GREENLANE, PA 18054; NATURE OF BUSINESS: SCHOOL FUNDRAISING; START DATE: 08/2017; POSITION/TITLE/RELATIONSHIP: CO-PRESIDENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: OVERSEE ALL GROUP ACTIVITIES, ASSIST IN FUNDRAISING EFFORTS, RUN MONTHLY MEETINGS; (3) NAME OF OTHER BUSINESS: CONTOUR WEALTH MANAGEMENT LLC ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 01/2020 ; POSITION/TITLE/RELATIONSHIP: OFFICE MANAGER / CLIENT SERVICE ASSOCIATE ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: PROCESS BUSINESSM ANSWER QUESTIONS, SCHEDULE APPTS, ETC ; (4) NAME OF OTHER BUSINESS: CONTOUR WEALTH MANAGEMENT, LLC; INVESTMENT RELATED: YES; ADDRESS: 1260 E. PHILADELPHIA AVE GILBERTSVILLE PA 19525; NATURE OF BUSINESS: TAX PREPARATION SERVICES; START DATE: 8/2020; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: MAKE DEPOSITS EACH WEEK FOR THE BUSINESS; 5) NAME OF OTHER BUSINESS: CONTOUR CAPITAL HOLDINGS, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: REAL ESTATE; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: FORMED TO PURCHASE THE BUILDING WHERE WE HOUSE CONTOUR WEALTH MANAGEMENT, LLC;

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-08-10

Designations

• Certified Financial Planner

Other Names

• Lindsey Jo Moilanen
• Lindsey Jo Moilanen
• Lindsey Jo Borgese
• Lindsey Jo Lambert
• Lindsey Jo Lambert