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.


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The election is (mostly) behind us. The COVID finish line appears to be on the horizon in the form of a vaccine. Unemployment is down, and it feels like we are starting to turn a corner. But this is still a recession, and for many, that means contending with job loss.
Bruce Helmer

Blog

Most people discover they have bad credit at the worst possible time. They’ve filled out all the paperwork for a home mortgage or rental application, only to discover their credit score isn’t up to snuff. By then, it’s too late. A little planning now can help ensure your credit is in the best possible place when you need it most. Here are some steps you should take to get your credit in order.
Bruce Helmer

Blog

It’s never easy to talk about money. It’s even harder to talk about what happens to your money when you are gone. For that reason, it is one of the most overlooked aspects of financial planning, even though it is one of the most important. If you haven’t planned your estate, it’s time to start.
Bruce Helmer

Blog

The income you are relying on now will not, by definition, be available to you when you retire. Unfortunately, your bills keep coming. You don’t get to retire those. We don’t think that’s fair, either. Unless you are one of the lucky few that has paid off your mortgage, you are probably looking at continuing to make mortgage payments into retirement. It’s the gorilla in the room. How do you continue to pay something you budgeted for with the money you are making now?
Bruce Helmer

Blog

You’ve been hinting and asking… When are we going to get grandkids? Well, your kids finally called your bluff and a little bundle of joy is on the way. Everyone loves grandkids. All the adorable, and at the end of the day, your kids take them home. Simple, right?
Bruce Helmer

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