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Advisors / Iowa / Coralville
42yrs

Michael Diers

Financial advisor at LPL Financial

Michael Diers has worked in the financial industry for 42 years and is a financial advisor based in Coralville, Iowa. Michael has been with LPL Financial since 2021; before that, Michael spent ten years at Ameritas Investment. Michael holds the CFP® designation.

One of 57 advisors with offices in Coralville.

Coralville, IA 52241CFP®Top 2% by experience in Iowa
Call LPL FinancialDirections

At a glance

Experience42 years (since 1984)
How that compares ?Top 2% by experience in Iowa
Office2771 Oakdale Blvd Suite 1, Coralville, IA 52241
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state

Services through LPL Financial

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination

Career

  1. 2021 – now
    LPL Financial LLCCurrent firm
  2. 2011 – 2021
    Ameritas Investment Company, LLCPreviously

Questions to ask Michael

Tailored to Michael’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Michael

How do I contact Michael?

Call LPL Financial at (704) 733-3300 and ask for Michael Diers. Michael works from the Coralville, IA office.

How long has Michael been a financial advisor?

Michael has been in the industry since 1984, about 42 years. Top 2% by experience in Iowa.

What licenses does Michael hold?

Series 63. Tap any license on this page to see what it allows.

Is Michael a fiduciary?

Michael is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Michael paid?

LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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