Lindsey Elise Boriack
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Gersch Wealth Partners, LLCNov 2024 to now
- Alliance Wealth Strategies LLCNov 2022 to now
- Boriack Custom Designs, LLCNov 2021 to now
- Avantax Advisory ServicesOct 2023 to Sep 2025
- Avantax Investment Services Inc.Oct 2023 to Sep 2025
- The Nitsche GroupAug 2022 to Nov 2022
- Texas Wendish Heritage SocietyJan 2021 to Oct 2024
- HomemakingMay 2018 to Jan 2021
- Texas A&m University-athletic DepartmentJan 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5536664
- Firm CRD
- 105644