Oneamerica Securities
46yrs
Top advisor by experience in Waltham
37yrs
Wayne Bloom
Financial advisor at Commonwealth Financial Network
Based in Waltham, Massachusetts, Wayne Bloom is a fiduciary financial advisor with 37 years of industry experience. Wayne has been with Commonwealth Financial Network since 1996. Commonwealth Financial Network offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 494 advisors with offices in Waltham, and one of 431 fiduciaries.
At a glance
Experience37 years (since 1989)
How that compares ?Top 7% by experience in Waltham
Office275 Wyman Street, Suite. 400, Waltham, MA 02451
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$568,323
Advisors at the firm2,864
States licensed ?1 state
Services through Commonwealth Financial Network
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
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
- 1996 – nowCommonwealth Financial NetworkCurrent firm
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?
- What does a financial plan with you include, and how often is it updated?
- 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 Commonwealth Financial Network at 781-736-0700 and ask for Wayne Bloom. Wayne works from the Waltham, MA office.
How long has Wayne been a financial advisor?
Wayne has been in the industry since 1989, about 37 years. Top 7% by experience in Waltham.
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?
Commonwealth Financial Network reports being paid by a percentage of the assets they manage, hourly fees, 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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