RBC Capital Markets
47yrs
Top advisor by experience in Minnesota
31yrs
Based in Minneapolis, Minnesota, Wayne Helm is a fiduciary financial advisor with 31 years of industry experience. Wayne has been with Merrill since 2002. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 2437 advisors with offices in Minneapolis, and one of 2209 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 10% by experience in Minneapolis
Office80 S 8th St, Minneapolis, MN 55402
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2002 – nowMerrillCurrent firm
Contact Wayne
(800) 637-7455Firm headquarters in New York, NY. Ask for Wayne. 80 S 8th StMinneapolis, MN 55402Office · Get directions
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Questions to ask Wayne
Tailored to Wayne’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Wayne
How do I contact Wayne?
Call Merrill at (800) 637-7455 and ask for Wayne Helm. Wayne works from the Minneapolis, MN office.
How long has Wayne been a financial advisor?
Wayne has been in the industry since 1995, about 31 years. Top 10% by experience in Minneapolis.
What licenses does Wayne hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Wayne a fiduciary?
Wayne is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Wayne paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Wayne for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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