linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Sheila Diane schaldach Miller

Outlook Financial Services

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Sheila? Claim Your Profile

About Sheila Diane schaldach Miller

Sheila Miller is a registered Investment Advisor Representative with Outlook Financial Services in Anchorage, AK. Sheila has been in the industry since 1984, and has held previous positions at First Securities USA, Inc., First Associated Securities Group, Inc., Consolidated Investment Services, Inc., and Financial Planners Equity Corporation. Sheila's specializations include Portfolio Management for Individuals and Financial Planning. She is also a registered Investment Advisor in Alaska. Outlook Financial Services provides a range of advisory services including Financial Planning and Portfolio Management for Individuals. The firm currently manages over $19 million in assets for 52 clients, with a focus on High Net Worth Individuals and Individuals other than High Net Worth.

Firm Information

Sheila Miller is currently registered with Outlook Financial Services. Outlook Financial Services is an investment advisor that offers financial planning and portfolio management services to high-net-worth individuals and individuals other than high-net-worth individuals. The firm manages $19,377,408 in regulatory assets under management, including $16,155,987 in discretionary assets.

$19.38M

Assets Under Management

52

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Sheila Miller’s Registration & Firm History

AK

08/01/2019 - Present

Outlook Financial Services (ANCHORAGE AK)

CA

11/05/1999 - 06/07/2002

FIRST SECURITIES USA, INC. (IRVINE CA)

CA

03/27/1995 - 11/05/1999

FIRST ASSOCIATED SECURITIES GROUP, INC. (CHICO CA)

NA

02/09/1995 - 03/03/1995

FIRST ASSOCIATED SECURITIES GROUP, INC.

CO

06/17/1985 - 02/13/1995

CONSOLIDATED INVESTMENT SERVICES, INC. (LITTLETON CO)

NA

05/30/1984 - 06/28/1985

FINANCIAL PLANNERS EQUITY CORPORATION

Not sure if Sheila Diane schaldach Miller is right for you?

Licenses & Designations

IA

Issued 01/26/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/24/1985

Series 24 - General Securities Principal Examination

BC

Issued 05/19/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Sheila Diane schaldach Miller. Review regulatory record here.
Not sure if Sheila Diane schaldach Miller is right for you?