Darrin Sharp has been an investment adviser representative at Milestone Investment Advisors since June 2024, and is not listed among the firm’s executive officers or direct owners. Darrin Sharp holds a BA in History from the University of Wisconsin-Platteville and an MBA in Executive Management from the University of Wisconsin-Madison.
Milestone Investment Advisors, LLC is a Middleton, WI firm with $878M under management, 414 clients and 7 advisers in one office, as of its May 2026 filing.
Darrin Sharp joined Milestone Investment Advisors, LLC in June 2024. He started his career in the financial services industry in January 2000 with Waddell and Reed, Inc., and later worked as a Retirement Plan Specialist at AXA Advisors and as an Investment Team Lead at Chase Bank. He was a Portfolio Manager at Northwestern Mutual, responsible for running a team's advisory practice, and also started and ran his own Special Needs Estate Planning practice.
Darrin Sharp’s longest registration was 5 years at Northwestern Mutual Investment Services,llc (2012–2018). Before joining Milestone Investment Advisors in 2024, Darrin Sharp was registered through Northwestern Mutual Investment Services,llc and Ameriprise Financial Services, Inc.
- – present · 2 yearsMiddleton, WI · Adviser representative · Firm CRD 168429
- Northwestern Mutual Investment Services,llc– · 4 yearsMiddleton, WI · Adviser representative · Firm CRD 2881
- Ameriprise Financial Services, Inc.– · 1 yearMadison, WI · Adviser representative · Firm CRD 6363
- Northwestern Mutual Investment Services,llc– · 5 yearsMiddleton, WI · Adviser representative · Firm CRD 2881
- WRP Investments, Inc.– · 1 yearWaunakee, WI · Adviser representative · Firm CRD 7365
- Financial Network Investment Corporation– · under a yearWaunakee, WI · Adviser representative · Firm CRD 13572
- Ameritas Investment Corp– · 2 yearsWaunakee, WI · Adviser representative · Firm CRD 14869
- Chase Investment Services Corp.– · under a yearMadison, WI · Adviser representative · Firm CRD 25574
- Banc One Securities Corporation– · 1 yearMadison, WI · Adviser representative · Firm CRD 16999
Professional designations
Listed by Milestone Investment Advisors
- Certified Financial Planner (CFP®)
- Retirement Income Certified Professional (RICP®)
Investment adviser representative registrations
Darrin Sharp is registered as an investment adviser representative in Wisconsin, since June 2024.
- WisconsinSince 25 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 3 October 2002 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 22 December 1999 |
| Series 66 | Uniform Combined State Law Examination | 17 December 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Combined State Law Examination
- Full name
- Darrin Michael Sharp
- CRD
- 4084080
- Firm
- Milestone Investment Advisors · CRD 168429
- Office
- 6702 STONEFIELD ROAD, SUITE 201, Middleton, WI 53562
- Registration
- Investment adviser registration
- In the industry since
- September 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- milestoneia.com
Where does Darrin Sharp work?
Darrin Sharp is an investment adviser representative registered through Milestone Investment Advisors, LLC since June 2024, and is not listed among the firm’s executive officers or direct owners.
Is Darrin Sharp a financial advisor?
Yes. Darrin Sharp has a current investment-adviser registration in Wisconsin, through Milestone Investment Advisors since June 2024.
How many years of experience does Darrin Sharp have?
Darrin Sharp has 26 years in the financial industry, since September 2000, across 8 adviser firms.
What exams has Darrin Sharp passed?
Darrin Sharp has passed 3 licensing exams: the Series 66, Series 6 and Series 7. The earliest, the Series 66, was passed in December 1999. FINRA credited Darrin Sharp with the SIE, which began in October 2018.
Where did Darrin Sharp work before Milestone Investment Advisors?
Before Milestone Investment Advisors, Darrin Sharp was registered through Northwestern Mutual Investment Services,llc, January 2020 to June 2024; Ameriprise Financial Services, Inc., July 2018 to January 2020; Northwestern Mutual Investment Services,llc, October 2012 to July 2018; WRP Investments, Inc., January 2011 to August 2012; Financial Network Investment Corporation, June 2010 to January 2011; Ameritas Investment Corp, November 2007 to April 2010; Chase Investment Services Corp., July 2005 to March 2006; Banc One Securities Corporation, March 2004 to July 2005.
Where is Darrin Sharp based?
Darrin Sharp’s registered office is in Middleton, WI.
Is Darrin Sharp registered with FINRA?
No. Darrin Sharp has no current broker registration.
Is Darrin Sharp a CFP?
Milestone Investment Advisors lists Darrin Sharp with the CFP credential (“Certified Financial Planner (CFP®)”) on its website. CFP Board confirms certification status.
Source: Darrin Sharp, CFP®, MBA, RICP® biography, milestoneia.com
How can I verify Darrin Sharp’s record?
Search CRD 4084080 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Darrin Sharp’s full registration record.