Grace Dawn Klopstad
Investment adviser representative at Victory Capital Management Inc.
14 yearsExperience
1 stateRegistered in
$282.7BFirm assets
32 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Victory Capital Management Inc.Oct 2026 to now
- Victory Capital Services, IncSep 2026 to now
- Westend AdvisorsSep 2026 to Sep 2026
- Principal Securities, Inc.Mar 2025 to Aug 2026
- Principal Asset ManagementApr 2022 to Aug 2026
- Principal Funds DistributorJan 2022 to Aug 2026
- WorkivaMay 2021 to Dec 2021
- University New South WalesDec 2019 to Apr 2020
- Principal Global InvestorsMay 2019 to Dec 2020
- University of IowaAug 2017 to Dec 2021
- Furman Aquatic CenterMay 2016 to Aug 2017
- Gilbert Middle School and Gilbert High SchoolJan 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NC).
Victory Capital Management Inc.
$282.7BAssets managed
18,120Clients
105Advisers
32 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
- 7495300
- Firm CRD
- 106189