Bruce HelmerCRD Number: 1335674
Current Firm: Wealth Enhancement Advisory Services, LLC
Bruce Helmer (CRD# 1335674) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Eden Prairie, MN and has over 32 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Wealth Enhancement Brokerage Services, LLC||Wayzata, MN||Feb 2007 - Current||10|
|Lpl Financial LLC||Wayzata, MN||Feb 2007 - Current||10|
|Wealth Enhancement Advisory Services, LLC||Wayzata, MN||Dec 2001 - Current||16|
|Wealth Enhancement Group, LLC||Wayzata, MN||Mar 1998 - Current||19|
|Sii Investments Inc.||Appleton, WI||Dec 2001 - Feb 2007||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1985|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management3,825MILLIONS
Total Number of Accounts24,591ACCOUNTS
Average Account Value$155,561
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI
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