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
Social Security. You know it’s coming. You know you’ll want it. For many Americans, Social Security will comprise the majority of their retirement income. So how much will you get? Many are surprised to learn that it’s up to them. When to begin taking Social Security is one of the most crucial decisions you will make in retirement.
3/5/2021
Blog
Getting married later in life? Bruce and Peg share key financial and emotional considerations for older couples building a future together in a new chapter of love.
2/28/2021
Newsroom
Let’s have a little fun with our taxes, shall we? You might be wondering whether Bruce and Peg have gone off the rails. When you hear about having fun or “getting creative” with our taxes, you think of billionaires writing off property that doesn’t exist or hiding their money in a Caribbean island, so the IRS won’t find it.
2/19/2021
Newsroom
If you are a regular reader of this column, chances are you are at least considering getting a financial advisor or have one already. We’ve talked through some of the things you should look for, but how do you know when an advisor won’t be a fit? The wrong advisor can be nearly as harmful as not having one at all. Here are five signs an advisor might not be for you.
2/5/2021
Blog
Start the year strong with budgeting tips from Bruce and Peg. Learn how to set realistic financial goals, create a budget that works, and stick to your New Year’s resolutions. Listen to the full episode now.
1/9/2021

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