Darrin Michael Sharp
Investment adviser representative at Milestone Investment Advisors, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$877.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Milestone Investment Advisors, LLCJun 2024 to now
- Northwestern Mutual Wealth Management CompanyJan 2020 to now
- Northwestern Mutual Investment Services LLCJan 2020 to Jun 2024
- AmeripriseJul 2018 to Jan 2020
- Northwestrn Mutual Wealth Management CompanyDec 2013 to Jul 2018
- Northwestern Mutual Investment Services, LLCSep 2012 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (WI).
Milestone Investment Advisors, LLC
$877.6MAssets managed
414Clients
7Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4084080
- Firm CRD
- 168429