Miranda J. Bonde

GALLAGHER FIDUCIARY ADVISORS

Carmel, IN 46032

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CRD#: 6142643

Professional summary

Miranda Joyce Bonde, CFP®, who also goes by Miranda Bonde, Miranda J Bonde, is a registered financial advisor currently at GALLAGHER FIDUCIARY ADVISORS, LLC located in Carmel, Indiana and OSAIC WEALTH, INC. located in Carmel, Indiana.

Miranda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Miranda has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Miranda Bonde | Miranda J Bonde

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Non-variable insurance sales (fixed life, fixed annuities, health)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Miranda Joyce Bonde's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

April 17, 2025 - Present

GALLAGHER FIDUCIARY ADVISORS, LLC

Office #1: 10 W. Carmel Drive, Ste. 260, Carmel, IN 46032

RIA

CRD#: 146509

Carmel, IN

Current

March 25, 2025 - Present

OSAIC WEALTH, INC.

Office #1: 10 W. Carmel Drive Suite 260, Carmel, IN 46032

RIA

CRD#: 23131

Carmel, IN

Past

January 19, 2024 - December 31, 2024

OSAIC WEALTH, INC.

RIA

CRD#: 23131

GREEN BAY, WI

Past

January 19, 2024 - December 31, 2024

OSAIC WEALTH, INC.

CRD#: 23131

GREEN BAY, WI

Past

January 27, 2023 - January 19, 2024

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

GREEN BAY, WI

Past

January 27, 2023 - January 19, 2024

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

GREEN BAY, WI

Past

October 29, 2018 - February 16, 2023

ONEAMERICA SECURITIES, INC.

RIA

CRD#: 4173

Green Bay, WI

Past

October 29, 2018 - February 16, 2023

ONEAMERICA SECURITIES, INC.

CRD#: 4173

Green Bay, WI

Past

January 3, 2017 - November 6, 2018

LPL FINANCIAL LLC

RIA

CRD#: 6413

GREEN BAY, WI

Past

January 3, 2017 - November 6, 2018

LPL FINANCIAL LLC

CRD#: 6413

GREEN BAY, WI

Past

December 14, 2015 - December 16, 2016

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA

CRD#: 15708

GREEN BAY, WI

Past

February 25, 2015 - December 16, 2016

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

GREEN BAY, WI

Past

January 15, 2013 - March 4, 2015

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

GREEN BAY, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GALLAGHER FIDUCIARY ADVISORS, LLC

CRD#: 146509 / SEC#: 801-68868

RIA

Registered Investment Advisory firm - (3/17/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Illinois
(3/25/2025)

IAR

Illinois
(4/18/2025)

Indiana
(3/25/2025)

IAR

Indiana
(4/17/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/14/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/19/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/27/2017

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/14/2013

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

GALLAGHER FIDUCIARY ADVISORS, LLC

CRD#: 146509 / SEC#: 801-68868

RIA

Registered Investment Advisory firm - (3/17/2008 Approved)

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Contact information

Main Address

2850 Golf Road, Rolling Meadows, IL 60008

Mailing Address

Phone number

(212) 330-1011

Established

Firm type

Fiscal year end

# of Employees

221

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A FOR GALLAGHER FIDUCIARY ADVISORS, LLC FOR RETAIL CLIENTS (4/22/2025)

FORM ADV PART 2A FOR GALLAGHER FIDUCIARY ADVISORS, LLC FOR INSTITUTIONAL CLIENTS (4/22/2025)

Regulatory assets under management

Total Number of Accounts	5,754
AUM (Assets Under Management)	$ 180,614,282,519

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Miranda J. Bonde

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Miranda Joyce Bonde's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

ONEAMERICA SECURITIES, INC.

ONEAMERICA SECURITIES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

THRIVENT INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

GALLAGHER FIDUCIARY ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/14/2015

Series 63

Date: 1/19/2013

SIE

Date: 10/1/2018

Series 7

Date: 2/27/2017

Series 6

Date: 1/14/2013

FINRA

Current Firm

GALLAGHER FIDUCIARY ADVISORS, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GALLAGHER FIDUCIARY ADVISORS, LLC

TRUST BUT VERIFY

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