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Financial Analyst Jobs Winona MN

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Mrs. Kimberly K. Renk, CFP®
1658 W King St
Winona, MN
Firm
Edward Jones Investments
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Insurance Planning, Investment Management, Women's Finances

Data Provided By:
Mr. Ryan C. Ping, CFP®
(507) 452-9174
3760 Service Dr
Winona, MN
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Debt Management, Education Planning, Insurance Planning, Long-Term Care, Social Security Planning, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



Data Provided By:
Ms. Christina Mae Olson, CFP®
(608) 792-0709
W19944 Hoff Ln
Arcadia, WI
Firm
Christina Mae Olson Financial
Areas of Specialization
Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits, Insurance Planning, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Non-Profit Employees

Data Provided By:
Wells Fargo - Winona Goodview
(507) 457-1390
875 34Th Ave
Winona, MN
Type
Branch
Office Hours
Mon-Fri 08:00 AM-06:00 PM
Sat 08:30 AM-02:00 PM
Sun Closed

Wells Fargo - Winona Sugarloaf
(507) 457-1370
930 Parks Ave
Winona, MN
Type
Branch
Office Hours
Mon-Fri 08:00 AM-06:00 PM
Sat 08:30 AM-02:00 PM
Sun Closed

Mr. Phillip L. Anderson, CFP®
(507) 454-2355
164 E 4th St
Winona, MN
Firm
Financial Services of Winona

Data Provided By:
Eric W. Moen, CFP®
(608) 582-2233
16893 S Main St
Galesville, WI
Firm
Primevest Financial Services Inc.
Areas of Specialization
Asset Allocation, Banking, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits, Estate Planning

Data Provided By:
Patrick Forsyth, CFP®
(507) 896-3030
PO Box 306
Houston, MN
Firm
Bluff Country Financial Services
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Insurance Planning, Investment Planning, Long-Term Care, Tax Planning, Tax Preparation

Data Provided By:
Wells Fargo - Winona Downtown
(507) 457-1380
125 Main St
Winona, MN
Type
Branch
Office Hours
Mon-Fri 08:00 AM-06:00 PM
Sat 08:30 AM-02:00 PM
Sun Closed

Edward Jones
(888) 891-1460
907 Whitewater Ave
St Charles, MN

Data Provided By:
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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