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

Blog

Between the new tax proposals, Reddit stocks and memecoin, our listeners have a lot of questions. Bruce and Peg have answers. Full Episode
Bruce Helmer

Blog

New romance isn’t just for young lovers. For a variety of reasons, many are choosing to get married later in life, and Bruce and Peg are here to talk about the special considerations that entails.
Bruce Helmer

Blog

The 4th quarter of 2020 spoke to the importance of a diversified portfolio. Bruce and Peg are joined by Chris Haarstick, Director of Investments, to discuss how 2020 concluded and what we can expect in 2021.
Bruce Helmer

Blog

A lot of people have made financial New Year’s resolutions, but without a budget, you aren’t going to keep them. Bruce and Peg offer some tips for setting your budget and sticking to it. Full Episode http://info.wealthenhancement.com/hubfs/assets/audio/Your_Money/2021/E-WCCO-01102021-FINAL.mp3
Bruce Helmer

Blog

As a happy holiday coincidence, the giving season comes at the end of the year, when people are also putting a bow on their finances for tax purposes. Now, don’t get us wrong. The purpose of giving is not to get a tax break. If that’s your goal, you’re doing it wrong, and for the wrong reasons.
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.