Miranda Bonde

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → 12/2016
  Proequities Inc
  Appleton, WI
• 02/2015 → 12/2016
  Futurity First
  Appleton, WI
• 01/2017 → 10/2018
  Lpl Financial, Llc
  Green Bay, WI
• 10/2018 → 01/2023
  American United Life
  Appleton, WI
• 10/2018 → 01/2023
  Oneamerica Securities
  Appleton, WI
• 01/2023 → 01/2024
  Woodbury Financial Services, Inc.
  Green Bay, WI
• 01/2024 → 12/2024
  Osaic Wealth, Inc.
  Green Bay, WI
• 03/2025 → 12/2025
  Osaic Wealth
  Scottsdale, AZ
• 04/2025 → 12/2025
  Gallagher Fiduciary Advisors, Llc
  Carmel, IN
• 01/2026 → Present
  Charles Schwab & Co., Inc
  Indianapolis, IN

Previous Registrations

• 2025-04-17 → 2026-01-02
  Gallagher Fiduciary Advisors, Llc
  Carmel, IN
• 2024-01-19 → 2024-12-31
  Osaic Wealth, Inc.
  Green Bay, WI
• 2023-01-27 → 2024-01-19
  Woodbury Financial Services, Inc.
  Green Bay, WI
  Green Bay, WI
• 2018-10-29 → 2023-02-16
  Oneamerica Securities, Inc.
  Appleton, WI
  Appleton, WI
  Green Bay, WI
  Indianapolis, IN
• 2017-01-03 → 2018-11-06
  Lpl Financial Llc
  Green Bay, WI
• 2015-12-14 → 2016-12-16
  Concourse Financial Group Securities, Inc.
  Green Bay, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-12-14
• S63 Uniform Securities Agent State Law Examination
  2013-01-19

Designations

• Certified Financial Planner

Other Names

• Miranda Joyce Bonde
• Miranda Bonde
• Miranda J Bonde