About

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

Resources from Bruce Helmer

Topic
Newsroom
Late last month, the Supreme Court in a 6-3 decision struck down the Biden administration’s plan to forgive up to $20,000 in federal student-loan debt for qualified borrowers. The majority of justices reasoned that the US Secretary of Education did not have the authority to offer widespread debt cancellation. The Biden Administration immediately vowed to move forward with loan forgiveness under separate legal authorities.
7/21/2023
Newsroom
As advisors, we spend a lot of time and effort helping clients set goals. That’s because goals are foundational to financial decisions around investments, asset allocation, and income planning. On one of our recent weekly radio shows on WCCO in Minneapolis (AM 830), we invited our long-standing friend Doug Lennick to discuss the connection between achieving purposeful goals in your life, and how they need to be tied to values.
6/23/2023
Newsroom
Published by the Pioneer Press, access original article here. We’re all bombarded daily with warnings about the risk of investing. Buying yesterday’s hot stock. Losing your money in crypto. Crazy Uncle Harry’s can’t miss, ground-floor opportunity.
5/27/2023
Newsroom
According to a 2022 Gallup poll, the average age among retirees is now 61, up from 57 in the 1990s. The average expected retirement age among non-retirees is now 66, vs. 60 in 1995. There are a few reasons for this shift to later retirement dates. First, changes in Social Security payouts enacted in the 1980s are coming into play for today’s workers of retirement age — and they’re incentivizing people to stay employed longer to maximize monthly benefits post-retirement.
4/28/2023
Newsroom
With the first three months of 2023 behind us, it’s a good time to take stock of your financial plan. In this article, we’re focusing on the items that can help you stick to a financial plan between now and June. April: Risk Management April is the cruelest month, and not just because the weather can be iffy, or your taxes are due on April 18. Turns out it’s also a good month to become more aware of the various types of risk around you.
3/31/2023

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