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Bruce Wayne Helmer

Investment Adviser Representative at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Eden Prairie, MNCRD #1335674Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
39 yrs
States Registered
26 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 26 states
ArizonaCaliforniaColoradoFloridaIdahoIllinoisIndianaIowaKentuckyMarylandMichiganMinnesotaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaOregonPennsylvaniaSouth DakotaTexasVirginiaWashingtonWisconsin
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/9/1999
Series 63
Uniform Securities Agent State Law Examination
Passed 4/4/1985
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 2/4/1992
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 5/20/1985

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$999,999 or less1.50%
$1,000,000–$2,000,0001.25%
Over $2,000,0001.00%
Source

Wealth Enhancement Advisory Services, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCurrent
1/15/2014Eden Prairie, MN
LPL FINANCIAL LLC
2/5/20076/30/2025Eden Prairie, MN
SII INVESTMENTS, INC.
12/19/20012/9/2007Wayzata, MN
FSC SECURITIES CORPORATION
3/2/199812/20/2001Atlanta, GA
FFP SECURITIES, INC.
11/7/19963/3/1998Chesterfield, MO
SECURA INVESTMENTS, INC.
10/9/199611/7/1996Appleton, WI
SUNAMERICA SECURITIES, INC.
2/15/199610/11/1996Phoenix, AZ
G - W BROKERAGE GROUP, INC.
7/13/19952/21/1996Beverly, NJ
FRANKLIN FINANCIAL SERVICES CORPORATION
6/22/19947/20/1995Houston, TX
FORTIS INVESTORS, INC.
11/17/19936/28/1994Oakdale, MN
AEGON USA SECURITIES INC.
5/11/199310/27/1993Cedar Rapids, IA
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
3/28/19903/25/1993Fort Wayne, IN
INVEST FINANCIAL CORPORATION
8/20/19922/3/1993Appleton, WI
LINCOLN FINANCIAL ADVISORS CORPORATION
3/28/19909/3/1992Fort Wayne, IN
PRUCO SECURITIES CORPORATION
5/21/19856/8/1988

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bruce Wayne Helmer has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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