Sheila Miller
Sheila Miller is a registered investment advisor at Outlook Financial Services, based in Anchorage, AK, with 37 years of industry experience. Sheila operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 16 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Outlook Financial Services offers investment management services. The fee is based on the time required to complete the agreed-upon services, ranging from $200 to $250 per hour. The annual cost generally ranges from $1,000 to $5,000 and is negotiable. There is a $500 minimum annual fee, which is also negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Location
2525 Blueberry Road, Suite 103, Anchorage, AK, 99503
Get directionsHistory
Regulatory History (2)
Investigation
September 2004Regulatory
May 1995Other Business Activities
Sheila is the personal representative for the Estate of LuAnne Dowling and trustee for the Susan Demos Trust. Serving as trustee requires minimal time each month.
Employment History
Current Registrations
Outlook Financial Services
Previous Registrations
Outlook Financial Services
First Securities USA, INC.Broker
First Associated Securities Group, INC.Broker
First Associated Securities Group, INC.Broker
Consolidated Investment Services, INC.Broker
Financial Planners Equity CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.