Outlook Financial Services

Outlook Financial Services (CRD# 133179) is a financial advisory firm headquartered in Anchorage, AK. They manage $19,377,408 in 17 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2525 Blueberry Road, Suite 103, Anchorage, AK 99503
http://www.outlookfinancialservices.com
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $1,139,848
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
The map below shows states where this firm has explicit registration only.

AK

Financial Advisors at Outlook Financial Services
Showing 1 - 1 of 1 top financial advisors.
1
Sheila Miller, financial advisor Anchorage AK
Sheila D. Miller
CRD#: 1271044
2525 Blueberry Road, Suite 103, Anchorage, AK 99503

Sheila Miller (CRD# 1271044) is an Investment Advisor Representative working at Outlook Financial Services in Anchorage, AK and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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