Advisor at wealth Enhancement Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
wealth Enhancement Advisory Services, LLC
Location
Plymouth, MN 55441
Credentials
Series 63, Series 65
Industry experience
38 years
Bruce Helmer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wealth Enhancement Advisory Services since 2001 and worked at LPL Financial from 2007 to 2025. Outside of advisory work, Helmer is an author of the books *Real Wealth* and *Money & the People You Love* and participates in a radio program affiliated with Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting with an investment approach that combines passive and active strategies guided by an internal Investment Committee.
Based on wealth Enhancement Advisory Services, LLC
Based on wealth Enhancement Advisory Services, LLC
Based on wealth Enhancement Advisory Services, LLC
Based on wealth Enhancement Advisory Services, LLC
Flat fees from $250 to $50,000 for financial planning and consulting services
$0 - $999,999 or less: 1.50% annually $1,000,000 - $2,000,000: 1.25% annually $2,000,000+: 1.00% annually
Hybrid advisors may earn commissions on securities sold through brokerage accounts; commissions vary by product
Hourly fees up to $600 per hour for financial consulting/planning services
Minimum fee: Minimum annual fees may apply, for example, $40 to $65 minimum annual per account platform fees; minimum annual fee may be waived at WEAS's discretion Fee-only: Financial planning fees up to $25,000; hourly fees up to $600 per hour; flat fees from $250 to $50,000
505 N Highway 169, Suite 900
Plymouth, MN 55441
Minnesota
Wealth Enhancement Brokerage Services, LLC
2007 - Present (19 years)
LPL Financial
2007 - 2025 (18 years)
wealth Enhancement Advisory Services, LLC
2001 - Present (25 years)
Wealth Enhancement Group, Llc
1998 - Present (28 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Plymouth, MN
Spencer Financial Advisors
CFA®
Minnetonka, MN
Longship Advisers, LLC
CFP®, Series 63
Edina, MN
The Hatlestad Group
Series 65
St. Louis Park, MN
Carson Capital
Series 66
Eden Prairie, MN
Trustmerit Capital
Series 63, Series 66
Plymouth, MN
MWM Wealth Advisory, LLC
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