Mandi Jo freeman Dillon
Investment adviser representative at Empower Advisory Group, LLC
12 yearsExperience
1 stateRegistered in
$195.4BFirm assets
25 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
- Seminars and workshops
Experience
12 years in the industry.
- Empower Advisory Group, LLCJun 2024 to now
- Empower Financial Services, IncJun 2024 to now
- Principal Bank and Principal Trust CompanySep 2023 to Jun 2024
- Principal Life Insurance CompanySep 2023 to Jun 2024
- Principal Securities, Inc.Sep 2023 to Jun 2024
- Stifel Nicolaus & Co IncJan 2019 to Aug 2023
- Wells Fargo Clearing Services, LLCMay 2018 to Dec 2018
- Big Brothers Big Sisters of CoNov 2017 to May 2018
- Care and Share Food Bank for Southern CoApr 2017 to Nov 2017
- American Cancer SocietyMay 2014 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (MI).
Empower Advisory Group, LLC
$195.4BAssets managed
297,074Clients
1,979Advisers
25 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
- 4970917
- Firm CRD
- 112058