CRD: 133179
Outlook Financial Services
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- Custodian
- Fidelity/NFS ยท 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 74.6% is discretionary and 25.4% is non-discretionary.
The firm reports 1 advisory representatives and 69 clients, or 69 clients per representative. That equates to $444.9K in reported AUM per client.
The profile lists 1 reported office location and 41 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
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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
SMA allocation detail is available
Outlook Financial Services has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.