firm profile
Outlook Financial Services
Overview
Outlook Financial Services is a state registered investment adviser based in Anchorage, AK, registered since 2005. It reports $30.7M in assets under management across 42 accounts, with 1 employees. It has 1 investment adviser representatives.
- Reported AUM
- $30.7M
- Discretionary
- 75%
- Accounts
- 42
- Average account
- $731K
- Employees
- 1
- Advisory reps
- 1
- Registered since
- 2005
- Jurisdictions
- 1
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Hourly Charges
Executive officers 2 of 2
- Sheila Diane Schaldach Miller President CRD 1271044
- Rick Dean Miller Secretary, Treasurer CRD 4875876
Advisory reps 1 of 1
- Sheila Diane Schaldach Miller Investment Adviser Rep CRD 1271044
Location
- Headquarters
- 2525 Blueberry Rd Ste 103
Anchorage, AK 99503 - County
- Anchorage
- Metro area
- Anchorage, AK
- Region
- West
Registrations
- State registered
- Registered in 1 jurisdiction
- Website: outlookfinancialservices.com
Every state, with registration dates
Similar firms near Anchorage
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- Bright Road Wealth Management, LLCAnchorage, AK$443M AUM
- Heisten Wrenn Private Wealth, LLCAnchorage, AK$232M AUM
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