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

Resources from Bruce Helmer

Topic
Newsroom
For decades, the term “sandwich generation” has generally applied to adults (mostly women) taking care of their aging parents and minor children at the same time. But as baby boomers age out of the sandwich generation, their replacements, estimated to be about a quarter of U.S. adults, are facing new challenges. For one, Gen-Xers and millennials are beginning to take care of their (now aging) parents while still supporting adult kids — at home or otherwise — and, in some cases,
10/13/2023
Newsroom
The stock market continues to defy expectations. In 2022, Wall Street predicted that rising rates would cause another down year and likely lead to a recession. Instead, corporate earnings have proven to be resilient, the jobs market is robust, and core inflation, despite volatile gas and food prices, is generally subsiding to normal levels. Stocks have done much better than many imagined.
9/29/2023

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