Miranda Bonde
Investment Adviser Representative at Schwab Wealth Advisory, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Miranda Bonde is an investment adviser representative with Schwab Wealth Advisory, Inc. in Indianapolis, IN, where they have been registered since 2026. They have worked in the securities industry since 2013 and have been registered with 7 firms, including Gallagher Fiduciary Advisors, LLC and Osaic Wealth, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Indiana.
Office
Advisors at this office: 189
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Indiana
- Broker:
11 states and territories
Arkansas, Florida, Illinois, Indiana, Kentucky, Michigan, Missouri, Ohio, Tennessee, Virginia, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Proequities IncFeb 2015 – Dec 2016Appleton, WI
- Futurity FirstFeb 2015 – Dec 2016Appleton, WI
- LPL Financial, LLCJan 2017 – Oct 2018Green Bay, WI
- American United LifeOct 2018 – Jan 2023Appleton, WI
- OneAmerica SecuritiesOct 2018 – Jan 2023Appleton, WI
- Woodbury Financial Services, Inc.Jan 2023 – Jan 2024Green bay, WI
- OSAIC Wealth, Inc.Jan 2024 – Dec 2024Green Bay, WI
- Osaic WealthMar 2025 – Dec 2025Scottsdale, AZ
- Gallagher Fiduciary Advisors, LLCApr 2025 – Dec 2025Carmel, IN
- Charles Schwab & Co., IncJan 2026 – no end date reportedIndianapolis, IN
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Schwab Wealth Advisory, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Indianapolis, IN
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Miranda Bonde 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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