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Pamela Cao

Thrivent Investment Management Inc.

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About Pamela Cao

Pamela Cao is a financial advisor with Thrivent Investment Management Inc. Pamela has been in the industry since November 2021 and is registered to provide investment advice in Florida and South Carolina. Pamela holds the Series 66, Series 7TO and Series 99TO licenses and has a background in finance and real estate. Pamela specializes in financial planning and portfolio management for individuals and high-net-worth clients. Thrivent Investment Management Inc. is a financial services company that provides investment management, financial planning, and insurance products. Thrivent is a registered investment advisor and is headquartered in Minneapolis, Minnesota.

Firm Information

Pamela Cao is currently registered with Thrivent Investment Management Inc.. Thrivent Investment Management Inc., founded in 1986, is a corporation headquartered in Minneapolis, Minnesota. The firm provides financial planning and portfolio management services for individuals, corporations, and other entities, including churches and non-profit organizations. Thrivent is registered with the SEC and in all 50 states.
Thrivent Investment Management Inc.

600 PORTLAND AVENUE SOUTH

MINNEAPOLIS, MN 55415

$14.81B

Assets Under Management

56,805

Total Clients

3,242

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Pamela Cao’s Registration & Firm History

FL

01/23/2025 - Present

Thrivent Investment Management Inc. (Jacksonville FL)

FL

11/16/2021 - 04/24/2023

FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)

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Licenses & Designations

BOTH

Issued 01/25/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/11/2023

Series 99TO - Operations Professional Examination

BC

Issued 11/16/2021

Series 7TO - General Securities Representative Examination

BC

Issued 11/04/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Pamela Cao.
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