Kyle Akers, financial advisor Troy MI

Kyle Akers

CRD Number: 5521788
Current Firm: Modern Wealth Management, LLC

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.

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Professional Designations
Company Name Location Dates Years
Modern Wealth Management, LLC Troy, MI Apr 2023 - Current < 1
Barber Financial Group, LLC Troy, MI Jun 2017 - Current 6
Mutual Securities, Inc. Camarillo, CA Jun 2017 - Current 6
Osiwala Financial Group, LLC Troy, MI Apr 2015 - Current 8
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
Contact Info for Kyle M. Akers
Phone Number: 913-825-1000
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    1,535
    MILLIONS
  • Total Number of Accounts
    7,700
    ACCOUNTS
  • Average Account Value
    $199,403
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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, MI, MN, MO, NC, NE, NH, NV, NY, OH, OK, SC, SD, TN, TX, VA, WI

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