Miranda Bonde

CRD 6142643 · Charles Schwab & Co., Inc. · Indianapolis, IN

IA RegisteredBroker

Also appears in the source record as: Miranda Joyce Bonde; Miranda J Bonde

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 6Series 65Series 63
Registered states (11): Arkansas · Florida · Illinois · Indiana · Kentucky · Michigan · Missouri · Ohio · Tennessee · Virginia · Wisconsin
Years in the industry (source record): 13
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Charles Schwab & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (15)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Indianapolis, IN · BC capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Indianapolis, IN · IA capacity

start not retrieved → present
Schwab Wealth Advisory, Inc.Current
Indianapolis, IN · IA capacity

start not retrieved → present
Gallagher Fiduciary Advisors, LLC
Carmel, IN · IA capacity

Apr 17, 2025 → Jan 2, 2026
Osaic Wealth, Inc.
Carmel, IN · BC capacity

Mar 25, 2025 → Dec 31, 2025
Osaic Wealth, Inc.
Green Bay, WI · IA capacity

Jan 19, 2024 → Dec 31, 2024
Woodbury Financial Services, Inc.
Green Bay, WI · IA capacity

Jan 27, 2023 → Jan 19, 2024
Woodbury Financial Services, Inc.
Green Bay, WI · BC capacity

Jan 27, 2023 → Jan 19, 2024
Oneamerica Securities, Inc.
Green Bay, WI · IA capacity

Oct 29, 2018 → Feb 16, 2023
Oneamerica Securities, Inc.
Green Bay, WI · BC capacity

Oct 29, 2018 → Feb 16, 2023
Lpl Financial LLC
Green Bay, WI · IA capacity

Jan 3, 2017 → Nov 6, 2018
Lpl Financial LLC
Green Bay, WI · BC capacity

Jan 3, 2017 → Nov 6, 2018
Investment Advisors
Green Bay, WI · IA capacity

Dec 14, 2015 → Dec 16, 2016
Proequities, Inc.
Green Bay, WI · BC capacity

Feb 25, 2015 → Dec 16, 2016
Thrivent Investment Management Inc.
Green Bay, WI · BC capacity

Jan 15, 2013 → Mar 4, 2015

Source & corrections

Where this page comes from

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