Financial Analyst Jobs Rhinelander WI

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Mr. Michael R Boyd, CFP®
(715) 369-5577
1202 Lincoln ST.
Rhinelander, WI
Boyd Financial Services an Office of MetLife
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mrs. Elizabeth A. Sanchez, CFP®
(715) 362-1719
3610 Highway 47
Rhinelander, WI
Stifel Nicolaus
Areas of Specialization
Education Planning, Estate Planning, General Financial Planning, Investment Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
US Bank - St. Germain Office
(715) 542-3251
309 Sunrise Ln
Saint Germain, WI
Drive Up Hours
Mon 08:30 am to 04:30 pm
Tue 08:30 am to 04:30 pm
Wed 08:30 am to 04:30 pm
Thur 08:30 am to 04:30 pm
Fri 08:30 am to 04:30 pm
Sat 09:00 am to 12:00 pm

William McDonald
Retirement Planning Solutions, LLC
(608) 831-9788
5614 Sandhill Drive
Middleton, WI
Middle Income Client Needs, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Ongoing Investment Management, Estate & Generational Planning Issues, Hourly Financial Planning Services
NAPFA Registered Financial Advisor, BS, CPA/PFS

Thomas Batterman
Vigil Trust & Financial Fiduciaries
(715) 848-8110
501 3rd Street
Wausau, WI
Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues
NAPFA Registered Financial Advisor, BS, CTFA, JD

Kathleen E Anderson, CFP®
(715) 365-1122
10 W. Rives St.
Rhinelander, WI
Financial Strategies Group

Data Provided By:
Mrs. Kathy M. Knobel, CFP®
(715) 477-0601
P.O. Box 577
Eagle River, WI
Meyer & Associates Insurance Agency Inc

Data Provided By:
Northern Advantage Job Center
(715) 365-1500
100 West Keenan Street, Riverwalk Center
Rhinelander, WI
Kevin Reardon
Shakespeare Wealth Management Inc.
(262) 814-1600
N22 W27847 Edgewater Drive
Pewaukee, WI
High Net Worth Client Needs, Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Planning Issues for Business Owners, Women's Financial Planning Issues
NAPFA Registered Financial Advisor, BS, CFP®

Eric Korbitz
Korbitz Financial Planning LLC
(414) 979-1040
700 Pilgrim Parkway, Suite 300
Elm Grove, WI
Tax Planning, Hourly Financial Planning Services, Investment Advice without Ongoing Management, Cash Flow/Budgets/Credit Issues, Retirement Planning & Distribution Rules, College/Education Planning
NAPFA Registered Financial Advisor, BBA, CFP®, CPA, MS

Data Provided By:

Financial Analyst

How to become a Financial Analyst

At minimum, a bachelor's degree in some kind of business area is usually required. Many financial analysts also have advanced degrees in business or finance. Beyond university education, there are a variety of professional designations and licenses that various types of analysts can obtain, depending on how the analysts intend to apply their trade. For example, there are very detailed requirements to become an investment consultant, which is an area where financial analysis becomes important. Continuing education is required to maintain these licenses and designations, and due the market always changing and being a dynamic, large place, financial analysts are known to frequently attend seminars and trainings in their field.

What does a Financial Analyst do?

Financial analysts measure the performance and health of companies, which is research often used in the investment industry. In fact, they often work for investment houses and other companies that keep track of companies, risk, and success, like insurance companies, media companies, financial services companies and professional services firms. This data goes into helping investors make sound decisions. The data the analysts study are a number of significant financial numbers and figures, like company revenues, growth/shrink rates, expenses and costs, tax rates, future prospects, merger and acquisition activity, etc. All these in turn feed into an assessment of the company's overall value and the value of an investment in that company.

This information on the value of a company can be utilized in various ways. For example, financial analysis features heavily in the decisions of whether or not to acquire or liquidate companies themselves, if they are owned by another company or firm, which is another environment where financial analysis is important. It is also used by consultants who counsel people and companies on their investments.

Financial analysts tend to focus on a particular segment of the marketplace, not the whole marketplace. This can be done by focusing o a particular industry or geographic region.

The tools financial analysts use today are all software and internet based.

What skills or qualities do I need to become a Financial Analyst?

An investigative curiosity is a good trait to have, as well as skill with math and quantitative analysis. A thorough knowledge and feel for business is also important, as are communication skills, as much of the day to day activity of analysis has to do with report and summary writing. People skills are important if the analyst intends to go into a consultative kind of role. Finally, comfort and skill with technology in general and new technology that is constantly developing is important.

How much do Financial Analysts make?

In 2007, the wage range for financial analysts was from $42,000 - $137,000+. The salary varies depending upon location, experience, and many ...

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