Bruce Helmer
Bruce Helmer is a registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Plymouth, MN, with 38 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 70,834 clients with $95B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Enhancement Advisory Services (WEAS) charges a percentage of your portfolio each year for investment management. The exact fee is negotiable and depends on the complexity of the services, but it will not exceed 2% per year of the value of your portfolio. WEAS may waive or discount fees for employees or relatives of employees of Wealth Enhancement Group, LLC. WEAS may also engage separate management firms to assist in managing your assets. These firms charge a fee for their services, which are in addition to WEAS’ advisory fees.
Location
505 N Highway 169, Suite 900, Plymouth, MN, 55441
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2024Customer Dispute
August 2001Other 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
Wealth Enhancement Brokerage Services, LLCBroker
Previous Registrations
LPL Financial LLCBroker
Sii Investments, INC.Broker
Fsc Securities CorporationBroker
Ffp Securities, INC.Broker
Secura Investments, INC.Broker
Sunamerica Securities, INC.Broker
G - W Brokerage Group, INC.Broker
Franklin Financial Services CorporationBroker
Fortis Investors, INC.Broker
Aegon USA Securities INC.Broker
Invest Financial CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Pruco Securities CorporationBroker
State Registrations25 states
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.