Kyle Akers (CRD# 5521788) is an Investment Advisor Representative working at Modern Wealth Management, LLC in Troy, MI and has over 14 years of experience in the finance industry. Kyle Akers 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# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Modern Wealth Management, LLC | Troy, MI | Apr 2023 - Current | 1 |
Barber Financial Group, LLC | Troy, MI | Jun 2017 - Current | 7 |
Mutual Securities, Inc. | Camarillo, CA | Jun 2017 - Current | 7 |
Osiwala Financial Group, LLC | Troy, MI | Apr 2015 - Current | 9 |
Osiwala & Associates Strategic Investment Services, Inc. | Troy, MI | Mar 2016 - Apr 2023 | 7 |
National Planning Corporation | El Segundo, CA | Apr 2015 - Jun 2017 | 2 |
Tfg Advisors | Auburn Hills, MI | Dec 2014 - Apr 2015 | < 1 |
Larson Financial Securities, LLC | St. Louis, MO | Aug 2013 - Oct 2014 | 1 |
Larson Financial Group, LLC | St. Louis, MO | Aug 2013 - Oct 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2009 |
S65 | NASAA Investment Advisors Law Examination | Aug 2013 |
- MI
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Total Assets Under Management2,073MILLIONS
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Total Number of Accounts13,592ACCOUNTS
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Average Account Value$152,524
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, PA, SC, SD, TN, TX, VA, WI
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