Miranda
Bonde

Woodbury Financial Services, Inc

CRD#6142643
Investment Advisor
in Green Bay, WI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Miranda Bonde is a certified financial planner working in Green Bay, Wisconsin. Bonde currently works for Woodbury Financial Services, Inc. During their career, Bonde has held roles at Thrivent Financial, Proequities Inc, Futurity First, Lpl Financial, LLC, American United Life, Oneamerica Securities and Woodbury Financial Services Inc. Bonde holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Wisconsin. Woodbury Financial Services, Inc is a firm based out of Saint Paul, MN. The firm has offices in 1,038 locations and a total of 3,002 employees. It has $19 billion in assets across its 101,950 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 184 charities and foundations. Of its 101,950 accounts, just 11% are held by high-net-worth investors who have more than $1 million in assets available to invest. Woodbury Financial Services, Inc performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice typically are based on which services the firm provides the client. Fee types charged by Woodbury Financial Services, Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

916 Willard Dr Ste 120
Green Bay, WI 54304

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$19,278,448,046

WI Average: $5,289,111,388
Total Number of Employees

3,002

WI Average: 157
Total Number of Accounts

101,950

WI Average: 8,262
Average Account Size

$189,097

WI Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Miranda Bonde Work History

Miranda has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Woodbury Financial Services Inc

2018 - 2023 (5 years)

American United Life

2018 - 2023 (5 years)

Oneamerica Securities

2017 - 2018 (1 year)

Lpl Financial, LLC

2015 - 2016 (1 year)

Proequities Inc

2015 - 2016 (1 year)

Futurity First

2013 - 2015 (2 years)

Thrivent Financial

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Miranda Bonde to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Woodbury Financial Services, Inc

Mark Wise
Sterling Heights, MI
Richard Keel
Tulsa, OK
Denise Badgerow
Thibodaux, LA
Robert Lackey
Germantown, TN
Jennifer Schmidt
Cameron, WI
Kimberly Sartor
Center, TX
Christopher Simon
Mount Joy, PA
Brock Eckman
Saint Paul, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started