Kyle
Akers
Modern Wealth Management, LLC
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About this Advisor
Kyle Akers is a financial advisor based in Troy, Michigan, working with Modern Wealth Management, LLC. Kyle has previously held positions at Larson Financial Securities, LLC, Larson Financial Group, LLC, Tfg Advisors, National Planning Corporation, Osiwala Financial Group, LLC, Osiwala & Associates Strategic Investment Services, Inc, Modern Wealth Management, LLC, Barber Financial Group, LLC, and Mutual Securities, Inc. Kyle has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, Kyle is part of Modern Wealth Management, LLC, which operates out of Troy, Michigan. The firm has 9 offices and 92 employees. The firm manages assets totaling $2.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Modern Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Modern Wealth Management, LLC Brokerage Details
$2,073,107,856
92
13,592
$152,524
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kyle Akers Work History
Modern Wealth Management, LLC
Barber Financial Group, LLC
Mutual Securities, Inc
Osiwala Financial Group, LLC
Osiwala & Associates Strategic Investment Services, Inc
National Planning Corporation
Tfg Advisors
Larson Financial Securities, LLC
Larson Financial Group, LLC
Disclosures
Please visit the SEC profile of Kyle Akers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Modern Wealth Management, LLC
Lenexa, KS
Lenexa, KS
Glidden, IA
Glidden, IA
Lenexa, KS
Lenexa, KS
Lenexa, KS
Lenexa, KS
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