Kyle Michael Akers
Investment adviser representative at Modern Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$10.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Modern Wealth Management, LLCApr 2023 to now
- Barber Financial Group, LLC.Jun 2017 to now
- Mutual Securities, Inc.Jun 2017 to now
- Osiwala Financial Group, LLCApr 2015 to now
- Osiwala & Associates Strategic Investment Services, Inc.Mar 2016 to Apr 2023
- National Planning CorporationApr 2015 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (MI).
Modern Wealth Management, LLC
$10.9BAssets managed
11,934Clients
161Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5521788
- Firm CRD
- 324624