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

Articles by topic

Filters

Newsroom

Not everyone needs a full-blown retirement plan in their 20s or 30s. You're working a first or second job. Don't have much credit-card or college debt but may be trying to save up for a car purchase or first home. You can create a personal financial plan in four simple steps that will set you up to pursue these goals.
Bruce Helmer

Newsroom

The IRS has warned that staffing shortages and budget cuts will delay processing returns. Filing electronically early and using direct deposit may speed up your return and reduce risk of fraud.
Bruce Helmer

Newsroom

The last time we saw inflation this high was 1982. Then, it was monetary policy. Today, it is much different.
Bruce Helmer

Newsroom

Unless you’re retiring after you reach the full retirement age, or are in poor health, you’ll probably want to either keep working or avoid drawing Social Security benefits. Click here for the full article: https://www.twincities.com/2022/03/05/your-money-best-time-to-claim-social-security-it-depends/
Bruce Helmer

Newsroom

Two bits of advice on the 22nd day of the second month of 2022
Bruce Helmer

Looking for more insights?

Get our newsletter with market commentary, financial planning perspectives, and webinar invitations.

Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.