Morgan Stanley
47yrs
Top advisor by experience in Middleton
27yrs
Darrin Sharp
Full name on record: Darrin Michael Sharp
Financial advisor at Milestone Investment Advisors
Darrin Sharp has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Middleton, Wisconsin. After four years at Northwestern Mutual Investment Services and a year at Ameriprise Financial Services, Darrin joined Milestone Investment Advisors in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Darrin holds the CFP® designation.
One of 177 advisors with offices in Middleton, and one of 158 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 23% by experience in Wisconsin
Office6702 Stonefield Road Suite 201, Middleton, WI 53562
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$1.95 million
Advisors at the firm7
States licensed ?1 state
Services through Milestone Investment Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowMilestone Investment Advisors, LLCCurrent firm
- 2020 – 2024Northwestern Mutual Investment Services, LLCPreviously
- Jul 2018 – Jan 2020Ameriprise Financial Services, LLCPreviously
- 2012 – 2018Northwestern Mutual Investment Services, LLCPreviously
- Jan 2011 – Aug 2012WRP Investments, Inc.Previously
- Jun 2010 – Jan 2011Cetera Wealth Services, LLCPreviously
- 2007 – 2010Ameritas Investment Company, LLCPreviously
- Jul 2005 – Mar 2006Chase Investment Services Corp.Previously
Earlier career (1 more)
- Mar 2004 – Jul 2005Banc One Securities CorporationPreviously
Questions to ask Darrin
Tailored to Darrin’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Darrin
How do I contact Darrin?
Call Milestone Investment Advisors at 608-826-5730 and ask for Darrin Sharp. Darrin works from the Middleton, WI office.
How long has Darrin been a financial advisor?
Darrin has been in the industry since 1999, about 27 years. Top 23% by experience in Wisconsin.
What licenses does Darrin hold?
Series 66. Tap any license on this page to see what it allows.
Is Darrin a fiduciary?
Darrin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Darrin paid?
Milestone Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees. Ask Darrin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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