Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
34 years
Location
Darlington, WI 53530
Raymond James Financial
Institution
David Eaton is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James since 2007 and also serves as president of Eaton Financial Advisors, Inc. Outside of his advisory role, Eaton is involved in tax preparation services through Etax. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations, with a notable emphasis on non-discretionary advisory services.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) fees for planning services (specific amounts not clearly stated)
Commissions may be charged for product implementation through separate agreements; IARs may also be registered representatives and earn commissions in those capacities
Hourly rates generally up to $400 per hour for planning and/or investment consulting services
Fee-only: Hourly fees up to $400 per hour, fixed (flat) fees (amount not specified), or percentage of assets under advisement not to exceed 2.25% annually for investment consulting services
Darlington, WI
208 Main Street
Darlington WI 53530
Advisors at this office
1
Illinois · Iowa · Texas · Wisconsin
34 years of industry experience
Raymond James Financial
2009 - Present • 17 years
Darlington, WI
Raymond James Financial Services
2007 - Present • 19 years
Darlington, WI
Chalmers & Eaton Investment Services, LLC
2007 - 2025 • 18 years
Dubuque, IA
Etax
2005 - Present • 21 years
Darlington, WI
Eaton Properties, Llc Real Estate
2001 - Present • 25 years
Darlington, WI
Galena High School
2001 - 2025 • 24 years
Galena, IL
Eaton Financial Advisors, Inc.
1999 - Present • 27 years
Darlington, WI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
Darlington, WI
Andrae Financial Services LLC
Rodney Andrae is the sole advisor at Andrae Financial Services LLC, an independent firm based in Darlington, Wisconsin. He holds a Series 65 designation and has 10 years of industry experience, including roles at Centralstar from 2014 to 2022. Andrae Financial Services is a state-registered independent investment adviser managing approximately $7 million in discretionary assets. The firm primarily serves individual and high-net-worth clients, offering customized asset management and financial planning with a focus on fundamental and cyclical analysis, using a variety of investment vehicles and quarterly account reviews.
ChFC®, Series 66
Darlington, WI
Thrivent Investment Management
Laura Barnard is a financial advisor with Thrivent Investment Management in Darlington, WI. She holds the ChFC® designation and Series 66 license, and has 15 years of industry experience. Barnard has worked at Thrivent Financial For Lutherans and Thrivent Investment Management since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based financial planning covering a wide range of topics, with the option to combine planning with managed-account services under a consolidated billing arrangement.
Series 63, Series 65
Darlington, WI
Mass Mutual Investors Services
Kim Havens is a financial advisor with Mass Mutual Investors Services in Darlington, WI, holding Series 63 and Series 65 licenses and having 35 years of industry experience. He has been with MML Investors Services Inc and Mass Mutual Financial since 2004. Outside of his advisory role, he owns and operates Havens Hilltop Farm. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a focus on collaborative, goal-oriented planning using firm-approved analytical tools.
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