Outlook Financial Services

Outlook Financial Services (CRD# 133179) is a financial advisory firm headquartered in Anchorage, AK. They manage $10,591,000 in 13 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $814,692
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK

Financial Advisors at Outlook Financial Services
Showing 1 - 2 of 2 top financial advisors.
1
Andrea D. Fergus
CRD#: 5626757
2525 Blueberry Road, Suite 103, Anchorage, AK 99503
93
Wealthminder
score

Andrea Fergus (CRD# 5626757) is an Investment Advisor Representative working at Outlook Financial Services in Anchorage, AK and has over 5 years of experience in the finance industry.

2
Sheila D. Miller
CRD#: 1271044
2525 Blueberry Road, Suite 103, Anchorage, AK 99503
71
Wealthminder
score

Sheila Miller (CRD# 1271044) is an Investment Advisor Representative working at Outlook Financial Services in Anchorage, AK and has over 11 years of experience in the finance industry. Sheila Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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