Sheila Miller
Outlook Financial Services · Anchorage, Alaska
Sheila Miller is a fee-only financial advisor at Outlook Financial Services in Anchorage, Alaska. Outlook Financial Services reports charging hourly fees and fixed fees on its Form ADV.
Request an introduction to Sheila →
Facts
| Firm | Outlook Financial Services |
|---|---|
| Based in | Anchorage, Alaska |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $30.7M across 42 accounts |
| SEC registration | Investment adviser representative in AK · CRD 1271044 |
| Exams passed | Series 65 (2005) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.outlookfinancialservices.com |
How Sheila's firm compares
- Outlook Financial Services's average account is about $731,000, from its Form ADV (assets managed divided by 42 accounts).
Request an introduction to Sheila
Tell Sheila a little about what you're looking for. Sheila isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Sheila
Is Sheila Miller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sheila holds no broker registration, and Outlook Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sheila charge for financial advice?
Sheila's firm, Outlook Financial Services, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Sheila Miller based?
Sheila Miller is based in Anchorage, Alaska.
Is Sheila Miller registered with the SEC?
Yes. Sheila Miller is registered as an investment adviser representative in AK (CRD 1271044), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Outlook Financial Services manage?
Outlook Financial Services reports $30.7M across 42 accounts in assets under management.
How do I contact Sheila Miller?
Through Sheila's website, www.outlookfinancialservices.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.