Elliot Parker Borge

Employer firm

Lifeworks Advisors, LLC CRD 288255

$967M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 11/2021 → 01/2022
  Dorel Marchis
  Naperville, IL
• 05/2019 → 11/2021
  First Trust Portfolios Lp
  Wheaton, IL
• 05/2019 → 11/2021
  First Trust Advisors Lp
  Wheaton, IL
• 08/2017 → 11/2021
  Elliot Borge
  Wheaton, IL
• 08/2021 → 11/2021
  Wheaton College
  Wheaton, IL
• 11/2016 → 01/2018
  Rest And Repine Furniture Studio
  West Chicago, IL
• 04/2016 → 10/2016
  Self
  Western Springs, IL
• 02/2022 → 09/2023
  Northwestern Mutual Investment Services Llc
  Naperville, IL
• 01/2022 → 11/2025
  Dorel Marchis
  Milwaukee, WI
• 04/2022 → 11/2025
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 09/2023 → 11/2025
  Northwestern Mutual Investment Services Llc
  Toledo, OH
• 11/2025 → Present
  Lifeworks Advisors, Llc
  Toledo, OH

Previous Registrations

• 2022-02-12 → 2025-11-18
  Northwestern Mutual Investment Services, Llc
  Naperville, IL
  Toledo, OH
• 2019-06-17 → 2021-11-10
  First Trust Advisors Lp
  Wheaton, IL

Other Businesses

1) Licensed insurance agent; Not investment-related; Toledo, OH, 43606; Insurance sales; Implementation of insurance recommendations; 10 hours per month, 0 during trading hours; Licensed insurance agent

Exams

• S66 Uniform Combined State Law Examination
  2019-06-15

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Elliot Parker Borge