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Bruce Helmer

Co-Founder, Financial Advisor and Author, Speaker and Host of the Your Money Radio Show

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Contact Bruce

(952) 249-5000 bhelmer@wealthenhancement.com LinkedIn

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Bruce’s Locations

775 Prairie Center Dr Ste 380
Eden Prairie, MN 55344
(952) 249-5000
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About Bruce

Bruce has been in the financial services industry since 1983 and is one of the founders of Wealth Enhancement Group. Since 1997, he has hosted the “Your Money” radio show, a weekly program that focuses on delivering financial advice in a straightforward, jargon-free manner. Bruce also joins the “Mid-Morning” crew on WCCO-TV each Tuesday morning to discuss relevant, consumer driven topics. A frequent lecturer on personal finance topics, Bruce has authored three books; his most recent publication is entitled Real Wealth: How to Make Smart Money Choices for What Matters Most to You. In 2009 and 2010, Bruce was recognized as one of Barron’s magazine’s “Top 1,000 Advisors,”* and he is a 10-year winner (2017-2019, 2021-2023) of the “FIVE STAR Wealth Manager”** as seen in Minneapolis/St. Paul Magazine and Twin Cities Business magazine. Bruce serves on the board of three privately held companies and is a member of the Advisory Board for the University of Minnesota, Morris where he received his bachelor’s degree.

Advisory registration held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure Website.

*The Barron’s Top 1200 Financial Advisors ranking is awarded based upon criteria including revenue produced for the firm, regulatory record, quality of practice, philanthropic work, and assets under management. Awarded on 2/9/09 and 2/22/10 for the one-year period ending September 30th of the previous year.

**Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017, 2018, 2019, 2021, 2022 or 2023 FIVE STAR Wealth Managers. Awarded 11/01/16 for the period of 2/25/16 - 10/14/16. Awarded 12/01/17 for the period of 2/23/17 - 10/13/17. Awarded 12/01/18 for the period of 3/23/18 - 10/23/18. Awarded 12/01/19 for the period of 3/01/19 - 10/25/19. Awarded 12/01/20 for the period of 3/30/20 - 10/23/20. Awarded 12/01/22 for the period of 3/14/22 - 10/18/22.

Education

  • BA

Additional licenses and designations

  • Insurance License
  • California Insurance License # 0C82811

Awards & Recognition

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2024

Five Star Wealth Manager (2024) – Twin Cities

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2024 FIVE STAR Wealth Managers. Awarded 12/01/2023 for the period 03/13/2023 -09/29/2023.

2023

Five Star Wealth Manager (2023) – Twin Cities

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2023 FIVE STAR Wealth Managers. Awarded 12/01/22 for the period of 3/14/22 - 10/18/22.

2022

Five Star Wealth Manager (2022) – Twin Cities

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2022 FIVE STAR Wealth Managers. Awarded 12/01/21 for the period of 3/29/21 - 10/08/21.

2021

Five Star Wealth Manager (2021) – Twin Cities

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2021 FIVE STAR Wealth Managers. Awarded 12/01/20 for the period of 3/30/20 - 10/23/20.

2019

Five Star Wealth Manager (2019) – Twin Cities

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2019 FIVE STAR Wealth Managers. Awarded 12/01/18 for the period of 3/23/18 - 10/23/18.

2018

Five Star Wealth Manager (2018) – Twin Cities

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2018 FIVE STAR Wealth Managers. Awarded 12/01/17 for the period of 2/23/17 - 10/13/17.

  1. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2024 FIVE STAR Wealth Managers. Awarded 12/01/2023 for the period 03/13/2023 -09/29/2023.
  2. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2023 FIVE STAR Wealth Managers. Awarded 12/01/22 for the period of 3/14/22 - 10/18/22.
  3. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2022 FIVE STAR Wealth Managers. Awarded 12/01/21 for the period of 3/29/21 - 10/08/21.
  4. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2021 FIVE STAR Wealth Managers. Awarded 12/01/20 for the period of 3/30/20 - 10/23/20.
  5. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2019 FIVE STAR Wealth Managers. Awarded 12/01/18 for the period of 3/23/18 - 10/23/18.
  6. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2018 FIVE STAR Wealth Managers. Awarded 12/01/17 for the period of 2/23/17 - 10/13/17.

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