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

Remember the Super Bowl? After this week, it feels like the Kansas City Chiefs’ thrilling comeback victory was months ago. Some people watch the Super Bowl to cheer on their favorite team. Others watch for the advertisements. Some just want an excuse to eat chicken wings.
Bruce Helmer

Blog

Social Security is a program that is a critical source of income for many retirees–in fact, 65% of all beneficiaries receive at least 50% of their income from Social Security.
Bruce Helmer

Blog

Well, it’s mid-January, which means many of you are hitting the gym in keeping with your New Year’s Resolution for at least a couple more weeks. But this is also a good time to get your finances in shape. You are one year closer to (or further into) retirement, there’s a lot of international market volatility, and you are bound to have some lifestyle changes in the coming year.
Bruce Helmer

Blog

The shift away from pensions (also known as defined benefit plans) to 401ks and other employer-sponsored plans (also known as defined contribution plans) is unlikely to abate anytime soon. Yet even as the number of pensions shrinks, there are still a sizeable number of people who are fortunate enough to have a pension as part of their retirement income plan.
Bruce Helmer

Blog

For many Americans, though, that’s no longer the case. According to the Federal Reserve Survey of Consumer Finances, nearly 30 percent of retired households had mortgages in 2016, compared with less than 10 percent in 1989. For many people, changing economic conditions, increased debt and decreased savings have all made mortgage-free retirement more of a dream than a reality.
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.