TrueAdvisor
TrueAdvisor
BH
BH

Bruce Helmer

Wealth Enhancement Advisory Services, LLC
39 Years of Experience
Eden Prairie, MN
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Bruce Helmer is a registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Eden Prairie, MN, with 39 years of industry experience. Bruce is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 8 more. Their firm serves 85,001 clients with $120B in assets under management.

Wealth Enhancement Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1019 advisors
Number of Clients
85,001 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$122.2B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable and vary by client complexity, not to exceed 2.00% per year. Sample schedules show rates of 1.50% for portfolios under $1M, 1.25% for $1M to $2M, and 1.00% for over $2M.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

775 Prairie Center Dr, Suite 380, Eden Prairie, MN, 55344

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2024
Settled
Customer Dispute
August 2001
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Bruce is involved in several investment-related activities, including operating under the DBA Wealth Enhancement Group, Helmer Financial Consulting Inc., Wealth Enhancement Advisory Services, LLC, participating in a radio program, LBAG (LLC with real estate holdings), and authoring books. These activities take up minimal time overall.

Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
January 2014 - Present · 12 yrs 9 mos
Wealth Enhancement Brokerage Services, LLCBroker
February 2007 - Present · 19 yrs 8 mos
Previous Registrations
LPL Financial LLCBroker
February 2007 - June 2025 · 18 yrs 4 mos
Sii Investments, INC.Broker
December 2001 - February 2007 · 5 yrs 2 mos
Fsc Securities CorporationBroker
March 1998 - December 2001 · 3 yrs 9 mos
Ffp Securities, INC.Broker
November 1996 - March 1998 · 1 yr 4 mos
Secura Investments, INC.Broker
October 1996 - November 1996 · 1 mo
Sunamerica Securities, INC.Broker
February 1996 - October 1996 · 8 mos
G - W Brokerage Group, INC.Broker
July 1995 - February 1996 · 7 mos
Franklin Financial Services CorporationBroker
June 1994 - July 1995 · 1 yr 1 mo
Fortis Investors, INC.Broker
November 1993 - June 1994 · 7 mos
Aegon USA Securities INC.Broker
May 1993 - October 1993 · 5 mos
Invest Financial CorporationBroker
August 1992 - February 1993 · 6 mos
The Lincoln National Life Insurance CompanyBroker
March 1990 - March 1993 · 3 yrs
Lincoln Financial Advisors CorporationBroker
March 1990 - September 1992 · 2 yrs 6 mos
Pruco Securities CorporationBroker
May 1985 - June 1988 · 3 yrs 1 mo
State Registrations26 states
AZCACOFLIAIDILINKYMDMIMNNCNENHNJNMNVNYORPASDTXVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Eden Prairie, MN →All financial advisors in Minnesota →