CRD: 133179
Outlook Financial Services
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- Custodian
- Fidelity/NFS · TD Ameritrade · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-01-1985
- Office Locations
- 1
Office Locations
About Outlook Financial Services
Outlook Financial Services is a Anchorage, Alaska-based independent advisory serving retail clients with financial planning and asset management, including estate and tax planning and insurance/life insurance guidance. Investment approach emphasizes asset allocation using mutual funds and ETFs, with meaningful fixed-income exposure. Operates as a small, founder-led practice (President Sheila Diane Schaldach Miller) and custodies client assets through platforms such as Fidelity/NFS.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
SHEILA DIANE SCHALDACH MILLER
President
- CRD
- #1271044
- Ownership
- 75% or more
RICK DEAN MILLER
Consultant
- CRD
- --
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,910,697 | -- |
| Non-Discretionary | $7,787,077 | -- |
| Total | $30,697,774 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - OTC | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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