Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darrin? Claim Your ProfileDarrin Michael Sharp is a financial advisor with Milestone Investment Advisors, LLC. He is registered with the state of Wisconsin. Darrin has 23 years of experience in the financial services industry. He has worked for a number of firms including Northwestern Mutual Investment Services, LLC, Ameriprise Financial Services, Inc., WRP Investments, Inc., and Financial Network Investment Corporation. Darrin provides financial planning and portfolio management services for individuals and families. He also provides pension consulting services. Darrin is committed to helping his clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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WI
06/25/2024 - Present
Milestone Investment Advisors, LLC (MIDDLETON WI)
WI
01/28/2020 - 06/20/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MIDDLETON WI)
WI
07/18/2018 - 01/15/2020
AMERIPRISE FINANCIAL SERVICES, INC. (Madison WI)
WI
10/03/2012 - 07/20/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MIDDLETON WI)
WI
01/18/2011 - 08/31/2012
WRP INVESTMENTS, INC. (WAUNAKEE WI)
CA
04/15/2010 - 01/10/2011
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
WI
11/15/2007 - 04/19/2010
AMERITAS INVESTMENT CORP. (WAUNAKEE WI)
WI
05/04/2006 - 09/19/2007
HARBOUR INVESTMENTS, INC. (MADISON WI)
IL
07/06/2005 - 03/15/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
03/15/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
07/03/2002 - 03/11/2004
AXA ADVISORS, LLC (NEW YORK NY)
MN
12/17/2001 - 06/25/2002
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
MN
01/09/2001 - 10/15/2001
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
KS
12/23/1999 - 12/13/2000
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 12/17/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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