Kyle Akers, financial advisor Troy MI
93 score

Kyle Akers

CRD Number: 5521788
Current Firm: Barber Financial Group

Kyle Akers (CRD# 5521788) is an Investment Advisor Representative working at Barber Financial Group in Troy, MI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Barber Financial Group, LLC Troy, MI Jun 2017 - Current < 1
Mutual Securities, Inc. Camarillo, CA Jun 2017 - Current < 1
Osiwala & Associates Strategic Investment Services, Inc. Troy, MI Mar 2016 - Current 2
Osiwala Financial Group, LLC Troy, MI Apr 2015 - Current 3
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
Scottrade, Inc. St. Louis, MO May 2008 - Aug 2013 5
United Parcel Service Comstock Park, MI Apr 2007 - Feb 2009 1
Cornerstone University Grand Rapids, MI Aug 2005 - Dec 2008 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2013
S63 Uniform Securities State Law Examination Aug 2009
Contact Info for Kyle M. Akers
Phone Number: 913-393-1000
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    1,152
    MILLIONS
  • Total Number of Accounts
    7,196
    ACCOUNTS
  • Average Account Value
    $160,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MD, MI, MN, MO, NC, ND, NE, NV, OH, OK, SC, SD, TN, TX, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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