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Miranda J. Bonde

SCHWAB WEALTH ADVISORY
Indianapolis, IN 46240-2482
Some features on this profile are disabled
CRD#: 6142643
MB

Professional summary

Miranda Joyce Bonde, CFP®, who also goes by Miranda Joyce Bonde, Miranda J Bonde, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Indianapolis, Indiana and CHARLES SCHWAB & CO., INC. located in Indianapolis, 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 9 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 Joyce 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.
The advisor shows no other business activity.

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

January 9, 2026 - Present

SCHWAB WEALTH ADVISORY, INC.

Office #1: 8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482
RIA
CRD#: 159035
Indianapolis, IN
Current

January 9, 2026 - Present

CHARLES SCHWAB & CO., INC.

Office #1: 8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482
RIA
BD
CRD#: 5393
Indianapolis, IN
Past

April 17, 2025 - January 2, 2026

GALLAGHER FIDUCIARY ADVISORS, LLC

RIA
CRD#: 146509
Carmel, IN
Past

March 25, 2025 - December 31, 2025

OSAIC WEALTH, INC.

BD
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.

BD
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.

BD
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.

BD
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

BD
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.

BD
CRD#: 15708
GREEN BAY, WI
Past

January 15, 2013 - March 4, 2015

THRIVENT INVESTMENT MANAGEMENT INC.

BD
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".
SW
SCHWAB WEALTH ADVISORY, INC.
SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA
Registered Investment Advisory firm - (12/9/2011 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.
RR
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

RR
Florida
(2/19/2026)
RR
Illinois
(2/19/2026)
RR
Indiana
(1/9/2026)
IAR
Indiana
(1/9/2026)
RR
Michigan
(2/19/2026)
RR
Missouri
(2/19/2026)
RR
Ohio
(2/19/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/14/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/19/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/27/2017
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/14/2013
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

SW
SCHWAB WEALTH ADVISORY, INC.
SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA
Registered Investment Advisory firm - (12/9/2011 Approved)
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Contact information

Main Address
9800 Schwab Way, Lone Tree, CO 80124
Mailing Address
Phone number
(415) 667-7000
Established
Firm type
Fiscal year end
# of Employees
1,042

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SCHWAB WEALTH ADVISORY, INC. DISCLOSURE BROCHURE (12/11/2025)

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.

Company Information

SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035Indianapolis, IN 46240-2482

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