Darrin M. Sharp

MILESTONE INVESTMENT ADVISORS

Middleton, WI 53562

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CRD#: 4084080

Professional summary

Darrin Michael Sharp, who also goes by Darrin Michael Sharp, Darrin Sharp, is a registered financial advisor currently at MILESTONE INVESTMENT ADVISORS, LLC located in Middleton, Wisconsin.

Darrin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Darrin has worked at 13 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Darrin Michael Sharp | Darrin Sharp

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Darrin Michael Sharp's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 25, 2024 - Present

MILESTONE INVESTMENT ADVISORS, LLC

Office #1: 6702 Stonefield Road Suite 201, Middleton, WI 53562

RIA

CRD#: 168429

Middleton, WI

Past

January 28, 2020 - June 20, 2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

MIDDLETON, WI

Past

January 28, 2020 - June 20, 2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MIDDLETON, WI

Past

July 18, 2018 - January 15, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Madison, WI

Past

July 18, 2018 - January 15, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Madison, WI

Past

October 3, 2012 - July 20, 2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

MIDDLETON, WI

Past

October 3, 2012 - July 20, 2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MIDDLETON, WI

Past

January 18, 2011 - August 31, 2012

WRP INVESTMENTS, INC.

RIA

CRD#: 7365

WAUNAKEE, WI

Past

January 18, 2011 - August 31, 2012

WRP INVESTMENTS, INC.

CRD#: 7365

WAUNAKEE, WI

Past

June 9, 2010 - January 10, 2011

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

WAUNAKEE, WI

Past

April 15, 2010 - January 10, 2011

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Past

November 15, 2007 - April 19, 2010

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

WAUNAKEE, WI

Past

November 15, 2007 - April 19, 2010

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

WAUNAKEE, WI

Past

May 4, 2006 - September 19, 2007

HARBOUR INVESTMENTS, INC.

CRD#: 19258

MADISON, WI

Past

July 6, 2005 - March 15, 2006

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

MADISON, WI

Past

July 6, 2005 - March 15, 2006

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

CHICAGO, IL

Past

March 16, 2004 - July 6, 2005

BANC ONE SECURITIES CORPORATION

RIA

CRD#: 16999

MADISON, WI

Past

March 15, 2004 - July 6, 2005

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

July 3, 2002 - March 11, 2004

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

December 17, 2001 - June 25, 2002

USALLIANZ SECURITIES, INC.

CRD#: 40875

MINNEAPOLIS, MN

Past

January 9, 2001 - October 15, 2001

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

ST. CLOUD, MN

Past

December 23, 1999 - December 13, 2000

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MILESTONE INVESTMENT ADVISORS, LLC

CRD#: 168429 / SEC#: 801-78337

RIA

Registered Investment Advisory firm - (7/11/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Wisconsin
(6/25/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/17/1999

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/3/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/22/1999

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MILESTONE INVESTMENT ADVISORS, LLC

CRD#: 168429 / SEC#: 801-78337

RIA

Registered Investment Advisory firm - (7/11/2013 Approved)

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Contact information

Main Address

6702 Stonefield Road Suite 201, Middleton, WI 53562

Mailing Address

Phone number

(608) 826-5730

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/4/2025)

Regulatory assets under management

Total Number of Accounts	1,247
AUM (Assets Under Management)	$ 824,244,648

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Darrin M. Sharp

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Darrin Michael Sharp's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

WRP INVESTMENTS, INC.

WRP INVESTMENTS, INC.

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

HARBOUR INVESTMENTS, INC.

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

BANC ONE SECURITIES CORPORATION

BANC ONE SECURITIES CORPORATION

EQUITABLE ADVISORS, LLC

USALLIANZ SECURITIES, INC.

CETERA INVESTMENT SERVICES LLC

WADDELL & REED

Primary Firm SEC Registration

MILESTONE INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/17/1999

SIE

Date: 10/1/2018

Series 7

Date: 10/3/2002

Series 6

Date: 12/22/1999

Current Firm

MILESTONE INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MILESTONE INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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