Michael Diers (CRD# 1268396) is an Investment Advisor Representative working at Lpl Financial LLC in Coralville, IA and has over 39 years of experience in the finance industry. Michael Diers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5362122
Cedar Point Capital Partners, LLC
CRD# 4525922
Lpl Financial LLC
CRD# 4187389
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial, LLC | Coralville, IA | Mar 2021 - Current | 3 |
D&c Investment Properties, LLC | North Liberty, IA | Jan 2015 - Current | 9 |
Dm Rentals, LLC | North Liberty, IA | Oct 1995 - Current | 28 |
Diers Rentals, LLC | North Liberty, IA | Jan 1990 - Current | 34 |
Ameritas Life Insurance Corp | Lincoln, NE | Jan 2015 - Mar 2021 | 6 |
Midwest Financial Solutions | Iowa City, IA | Jan 2015 - Mar 2021 | 6 |
Ameritas Investment Corp | Lincoln, NE | Dec 2005 - Mar 2021 | 15 |
Hawkeye Brokerage Center | Iowa City, IA | Dec 2005 - Mar 2021 | 15 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 1984 |
- IA
- TX
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Total Assets Under Management368,019MILLIONS
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Total Number of Accounts1,688,501ACCOUNTS
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Average Account Value$217,956
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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