Darrin Michael Sharp

Employer firm

Milestone Investment Advisors, LLC CRD 168429

$878M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2012 → 07/2018
  Northwestern Mutual Investment Services, Llc
  Middleton, WI
• 02/2013 → 07/2018
  Northwestern Mutual Investment Services, Llc
  Middleton, WI
• 12/2013 → 07/2018
  Northwestrn Mutual Wealth Management Company
  Milwaukee, WI
• 01/2020 → 06/2024
  Northwestern Mutual Investment Services Llc
  Middleton, WI
• 07/2018 → 01/2020
  Ameriprise
  Madison, WI
• 01/2020 → Present
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 06/2024 → Present
  Milestone Investment Advisors, Llc
  Middleton, WI

Previous Registrations

• 2020-01-28 → 2024-06-20
  Northwestern Mutual Investment Services, Llc
  Middleton, WI
• 2018-07-18 → 2020-01-15
  Ameriprise Financial Services, Llc
  Madison, WI
• 2012-10-03 → 2018-07-20
  Northwestern Mutual Investment Services, Llc
  Middleton, WI
• 2011-01-18 → 2012-08-31
  Wrp Investments, Inc.
  Waunakee, WI
  Youngstown, OH
• 2010-06-09 → 2011-01-10
  Cetera Wealth Services, Llc
  Madison, WI
  Waunakee, WI
• 2007-11-15 → 2010-04-19
  Ameritas Investment Company, Llc
  Waunakee, WI
  Cross Plains, WI
• 2005-07-06 → 2006-03-15
  Chase Investment Services Corp.
  Madison, WI
• 2004-03-16 → 2005-07-06
  Banc One Securities Corporation
  Madison, WI

Exams

• S66 Uniform Combined State Law Examination
  1999-12-17

Designations

• Certified Financial Planner

Other Names

• Darrin Michael Sharp
• Darrin Sharp
• Darrin Sharp