Outlook Financial Services
Outlook Financial Services (CRD# 133179) is a financial advisory firm headquartered in Anchorage, AK. They manage $16,942,772 in 18 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management17MILLION
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Total Number of Accounts18ACCOUNTS
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Average Account Value$941,265
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

AK
Andrea Fergus (CRD# 5626757) is an Investment Advisor Representative working at Outlook Financial Services in Anchorage, AK and has over 7 years of experience in the finance industry.
Sheila Miller (CRD# 1271044) is an Investment Advisor Representative working at Outlook Financial Services in Anchorage, AK and has over 13 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.