Darrin Michael Sharp
Investment Adviser Representative at Milestone Investment Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Darrin Michael Sharp is an investment adviser representative with Milestone Investment Advisors, LLC in Middleton, WI, where they have been registered since 2024. They have worked in the securities industry since 2000 and have been registered with 8 firms, including Northwestern Mutual Investment Services,llc and Ameriprise Financial Services, Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 6 (investment company and variable products). They are registered to provide investment advice in Wisconsin.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Northwestern Mutual Investment Services, LLCSep 2012 – Jul 2018Middleton, WI
- Northwestern Mutual Investment Services, LLCFeb 2013 – Jul 2018Middleton, WI
- Northwestrn Mutual Wealth Management CompanyDec 2013 – Jul 2018Milwaukee, WI
- Northwestern Mutual Investment Services LLCJan 2020 – Jun 2024Middleton, WI
- AmeripriseJul 2018 – Jan 2020Madison, WI
- Northwestern Mutual Wealth Management CompanyJan 2020 – no end date reportedMilwaukee, WI
- Milestone Investment Advisors, LLCJun 2024 – no end date reportedMiddleton, WI
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Milestone Investment Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Portfolio management and financial consulting
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Middleton, WI
- SEC file number:
- 801-78337
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 12, 2026
View full firm profileOther advisors at Milestone Investment Advisors, LLC
6 other advisors in the directory
Similar advisors in Middleton, WI
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Darrin Michael Sharp has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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