Cayla Jo Taylor
Investment adviser representative at Thrivent Investment Management Inc.
10 yearsExperience
2 statesRegistered in
$20.8BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Thrivent Investment Management Inc.May 2025 to now
- Thrivent FinancialJun 2025 to Jul 2025
- Ameriprise Financial Services, LLCOct 2020 to Apr 2025
- Thrivent FinancialJan 2017 to Oct 2020
- Thrivent Investment Management IncJan 2017 to Oct 2020
- Modern Woodmen of AmericaSep 2016 to Jan 2017
- Mwa Financial Services IncSep 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
Thrivent Investment Management Inc.
$20.8BAssets managed
125,754Clients
3,179Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6707884
- Firm CRD
- 18387