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
When we recommend working with a financial advisor, we don’t mean that you should pick one and call it a day. Working with your advisor means keeping lines of communication open, adapting as your goals and needs change, and proactively managing your financial relationship. Here are some topics you can use to keep the discussion going.
6/25/2021
Newsroom
Recently, we discussed the struggles of the sandwich generation, folks who are taking care of their aging parents while still raising children. This time, we’d like to focus on adult children who are leaving the nest or otherwise need your help getting launched. Supporting your children financially is about more than giving them money. They will probably need some of that, but they also need your wisdom and encouragement.
5/29/2021
Blog
Bruce and Peg tackle listener questions on new tax proposals, Reddit-fueled stock surges, and the rise of memecoins. Tune in for expert insights and practical financial guidance in a rapidly changing market.
5/1/2021
Newsroom
You might be reaching the age where your parents are going to be depending on you to provide some level of care. For many of you, this is compounded by the need to provide for children of your own. There’s even a name for it, the “sandwich generation”. But really, it’s more like the “pulled apart” generation. Whether it’s supporting kids in college or providing long-term care for a parent, it can seem like you are being torn in different directions.
4/30/2021
Newsroom
Now, we are sure that you spent your extra free time during the pandemic organizing your finances. After all, you’ve likely been at home, with all those papers just staring back at you. You probably got right on it after you finished your second novel. What, you didn’t? Join the club. But before the real world beckons, here are some steps you will want to take to get your finances organized this spring.
4/3/2021

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