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Financial Analyst Jobs Two Rivers WI

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Ms. Joal M. Peugeot, CFP®
(920) 553-5780
1701 East Street
Two Rivers, WI
Firm
Moneycare, Inc.
Areas of Specialization
Debt Management, Elder Care, Real Estate, Women's Finances

Data Provided By:
Mr. William Robert Casey, CFP®
(920) 683-9901
21 Maritime Dr
Manitowoc, WI
Firm
Access Investment Advisors

Data Provided By:
Mr. Jason R. Muench, CFP®
(920) 652-2570
1028 S 9th St
Manitowoc, WI
Firm
UnitedOne Financial Services Center
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
Mr. John E. Cress, CFP®
(920) 682-7680
901 York St
Manitowoc, WI
Firm
Practical Portfolios
Areas of Specialization
Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Disaster Recovery, Education Planning, Estate Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Self-Employed Business Owners

Data Provided By:
US Bank - Manitowoc Two Rivers Office
(920) 793-1358
1516 Washington St
Two Rivers, WI
Drive Up Hours
Mon 08:00 am to 04:30 pm
Tue 08:00 am to 04:30 pm
Wed 08:00 am to 04:30 pm
Thur 08:00 am to 04:30 pm
Fri 08:00 am to 05:30 pm
Sat 09:00 am to 12:00 pm

Ms. Beverly D. Borchardt, CFP®
(920) 683-8017
1617 Washington St
Manitowoc, WI
Firm
US Bancorp Investments

Data Provided By:
Mr. Nicholas H. Reach, CFP®
(920) 682-8363
1308 Washington Street
Manitowoc, WI
Firm
Nicholas H Reach CPA, LLC

Data Provided By:
Ms. Susan K. Hoppe, CFP®
(920) 901-4474
5522 Sampe Rd
Manitowoc, WI
Firm
Ameriprise Financial Services, Inc.
Areas of Specialization
Accounting, Asset Allocation, Budget Development, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Investment Management

Data Provided By:
Mr. Nathan Jon Raddatz, CFP®
(920) 682-1119
980 Maritime Dr
Manitowoc, WI
Firm
Ameriprise Financial

Data Provided By:
Wells Fargo - Two Rivers
(920) 794-8971
1718 W Park St
Two Rivers, WI
Type
Branch
Office Hours
Mon-Fri 08:00 AM-06:00 PM
Sat 09:00 AM-04:00 PM
Sun Closed

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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