Mandi Jo Freeman Dillon

Employer firm

Empower Advisory Group, LLC CRD 112058

$195B regulatory AUM 24 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2018 → 12/2018
  Wells Fargo Clearing Services, Llc
  Colorado Springs, CO
• 05/2014 → 04/2017
  American Cancer Society
  Colorado Springs, CO
• 04/2017 → 11/2017
  Care And Share Food Bank For Southern Co
  Colorado Springs, CO
• 11/2017 → 05/2018
  Big Brothers Big Sisters Of Co
  Colorado Springs, CO
• 01/2019 → 08/2023
  Stifel Nicolaus & Co Inc
  Grand Rapids, MI
• 09/2023 → 06/2024
  Principal Life Insurance Company
  Grand Rapids, MI
• 09/2023 → 06/2024
  Principal Securities, Inc.
  Grand Rapids, MI
• 09/2023 → 06/2024
  Principal Bank And Principal Trust Company
  Des Moines, IA
• 06/2024 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO
• 06/2024 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO

Previous Registrations

• 2023-10-20 → 2024-06-26
  Principal Securities, Inc.
  Des Moines, IA
  Allendale, MI
• 2019-01-24 → 2023-09-07
  Stifel, Nicolaus & Company, Incorporated
  Grand Rapids, MI
• 2018-08-17 → 2018-12-18
  Wells Fargo Clearing Services, Llc
  Colorado Springs, CO
• 2011-02-10 → 2013-07-01
  Wells Fargo Clearing Services, Llc
  Colorado Springs, CO

Exams

• S66 Uniform Combined State Law Examination
  2018-08-17
• S63 Uniform Securities Agent State Law Examination
  2010-08-26

Other Names

• Mandi Freeman
• Mandi Jo Freeman
• Mandi Jo Freeman Dillon
• Mandi Dillon