Mandi Jo Freeman Dillon
Investment Adviser Representative at Empower Advisory Group, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Mandi Jo Freeman Dillon is an investment adviser representative with Empower Advisory Group, LLC in Allendale, MI, where they have been registered since 2024. They have worked in the securities industry since 2013 and have been registered with 5 firms, including Principal Securities, Inc. and Stifel, Nicolaus & Company, Incorporated. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Michigan.
Registrations & licenses
- Investment adviser:
- Michigan
- Broker:
4 states and territories
Indiana, Michigan, Washington, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Wells Fargo Clearing Services, LLCMay 2018 – Dec 2018Colorado Springs, CO
- American Cancer SocietyMay 2014 – Apr 2017Colorado Springs, CO
- CARE AND Share FOOD BANK FOR Southern CoApr 2017 – Nov 2017Colorado Springs, CO
- BIG Brothers BIG Sisters OF CoNov 2017 – May 2018Colorado Springs, CO
- Stifel Nicolaus & Co IncJan 2019 – Aug 2023Grand Rapids, MI
- Principal Life Insurance CompanySep 2023 – Jun 2024Grand Rapids, MI
- Principal Securities, Inc.Sep 2023 – Jun 2024Grand Rapids, MI
- Principal Bank and Principal Trust CompanySep 2023 – Jun 2024Des Moines, IA
- Empower Financial Services, IncJun 2024 – no end date reportedGreenwood Village, CO
- Empower Advisory Group, LLCJun 2024 – no end date reportedGreenwood Village, CO
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Empower Advisory Group, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1,855
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Greenwood Village, CO
- SEC file number:
- 801-58105
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 9, 2026
View full firm profileOther advisors at Empower Advisory Group, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mandi Jo Freeman Dillon has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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