Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Wayne Helmer is a financial advisor with over 30 years of experience in the financial industry. Bruce has a diverse background, having worked with a variety of firms, including SII Investments, Inc., FSC Securities Corporation, and FFP Securities, Inc. Bruce currently is a registered representative for Wealth Enhancement Advisory Services, LLC. Bruce is also a registered investment advisor.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees received from third party investment advisors
1
2
MN
01/15/2014 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
MN
12/19/2001 - 02/09/2007
SII INVESTMENTS, INC. (WAYZATA MN)
GA
03/02/1998 - 12/20/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
MO
11/07/1996 - 03/03/1998
FFP SECURITIES, INC. (CHESTERFIELD MO)
WI
10/09/1996 - 11/07/1996
SECURA INVESTMENTS, INC. (APPLETON WI)
AZ
02/15/1996 - 10/11/1996
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NJ
07/13/1995 - 02/21/1996
G - W BROKERAGE GROUP, INC. (BEVERLY NJ)
TX
06/22/1994 - 07/20/1995
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
MN
11/17/1993 - 06/28/1994
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
05/11/1993 - 10/27/1993
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
IN
03/28/1990 - 03/25/1993
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
WI
08/20/1992 - 02/03/1993
INVEST FINANCIAL CORPORATION (APPLETON WI)
IN
03/28/1990 - 09/03/1992
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
NA
05/21/1985 - 06/08/1988
PRUCO SECURITIES CORPORATION
IA
Issued 12/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/1992
Series 7 - General Securities Representative Examination
BC
Issued 05/20/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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