Wealth Enhancement Group | Financial Advisor in Chaska ,MN

546 Bavaria Lane
Chaska, MN 55318

About

Founded in the mid-1990s, Wealth Enhancement Group has grown to become one of the most well-respected financial services firms in the Midwest, servicing more than $3 billion in assets.

At Wealth Enhancement Group, we provide our hardworking clients with the kind of high-quality advice and planning that's typically offered to the ultra wealthy. Our fundamental purpose is to work as a team to do what's best for the client, and we deliver on that promise in three ways:

1) A Roundtable team of specialists. Our team-based approach to financial planning helps ensure that our clients' plans are covered from all angles, including tax strategies, estate planning, insurance, retirement income planning and investment management.
2) Independence. As a privately-held firm, we aren't beholden to any Wall Street bosses, and we don't have any proprietary products to sell. We're able to give our clients unbiased, objective advice that's in their best interests.
3) Values-Driven Planning. We take the time to get to know each and every one of our clients' fundamental values, as we believe these provide the firmest foundation for any financial plan.

Wealth Enhancement Group currently serves clients via 13 offices throughout Minnesota and Iowa.


General Information
Firm Start Year:   1997
No.of Employees:   100-499
Name of Broker/Dealer:   LPL Financial
I work with the following types of clients:   Individual Investors , Retirees



FAQs


DISCLAIMER

Securities registrations are held at LPL Financial. Securities offered through LPL Financial, Member FINRA/SIPC. Advisory Services offered through Wealth Enhancement Advisory Services, a registered investment advisor.

Bruce Helmer

Bruce Helmer

Biography


Bruce has been in the financial services industry since 1983 and is one of the founders of Wealth Enhancement Group.

Since 1997 Bruce has been the voiceof Wealth Enhancement Group hosting the"Your Money" radio show on WCCO and eight other radio stations across the Upper Midwest. A frequent lecturer on personal finance topics, Bruce has authored three books, the most recent titled, Real Wealth: How to Make Smart Money Choices for What Matters Most to You.

In 2009 and 2010, Bruce was recognized as one of Barron's magazine Top 1,000 Advisors and he is a five-time winner of the FIVE STAR Best in Client Satisfaction Wealth Manager,as seen in the Minn?St Paul Magazine and Twin Cities Business magazine.

Bruce sits on the board of a charitable organization that raises funds for physically impaired individuals, called Mobility for Independence. He also serves on the boards of three other privately held companies and is a member of the Advisory Board for the University of Minnesota-Morris where he received his Bachelor's degree and has recently been inducted into the Football Hall of Fame. Bruce lives in Chanhassen with his wife and two children.

Communities Served

Arlington Belle Plaine
Carver Chanhassen
Cologne Delano
Elko New Market Excelsior
Green Isle Hamburg
Hamel Hanover
Henderson Hopkins
Jordan Lakeville
Lester Prairie Long Lake
Loretto Maple Plain
Mayer Mendota
Minneapolis Minnetonka
Mound New Germany
New Prague Norwood Young America
Osseo Plato
Prior Lake Rockford
Rogers Saint Bonifacius
Saint Paul Savage
Shakopee Spring Park
Victoria Waconia
Watertown Waverly
Wayzata Webster
Winsted Young America

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM