Bruce Wayne Helmer

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ERISA 3(38) INVESTMENT MANAGER

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1998 → Present
  Wealth Enhancement Group, Llc
  Wayzata, MN
• 02/2007 → Present
  Wealth Enhancement Brokerage Services, Llc
  Wayzata, MN
• 02/2007 → 06/2025
  Lpl Financial Llc
  Wayzata, MN
• 12/2001 → Present
  Wealth Enhancement Advisory Services, Llc
  Wayzata, MN

Other Businesses

1. 02/05/2007 - Helmer Financial Consulting Inc. - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Time Spent 1% - 7.23% owner of WEG and Royalties from book sales and speaking engagements does not hold out to the public for investment business. 2. 3/12/2007 - Wealth Enhancement Advisory Services, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor. 3. 4/14/2009 - No Business Name - Investment Related - At Reported Business Location(s) - Other-Radio - Participate in WEG radio program. Content of this program is reviewed by Advertising Compliance. 4. 6/21/2010 - LBAG - Investment Related - Business Entity For Tax/Investment Purposes Only - Time Spent 2% - LLC with real estate holdings and is an investor with another LLC with a controlling interest in the Chanhassen Dinner Theatres. 6. 11/27/2013 - No Business Name - Investment Related - Other-Author - Time Spent 2% - Author of the books Real Wealth and Money & the People You Love.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-09
• S63 Uniform Securities Agent State Law Examination
  1985-04-04