Kyle M. Akers

MODERN WEALTH MANAGEMENT

Troy, MI 48085

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CRD#: 5521788

Professional summary

Kyle Michael Akers, CFP®, who also goes by Kyle M Akers, is a registered financial advisor currently at MODERN WEALTH MANAGEMENT, LLC located in Troy, Michigan.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Kyle has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kyle M Akers

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Modern Wealth Management, LLC., Start Date: 04/24/2023, 13550 W 95th St., Lenexa, KS 66215, LLC, RIA, Senior Advisor, Investment Related, 160 Hours per month, 8 Hours per day during trading hours. 2. Modern Wealth Holdings, LLC., Start Date: 04/21/2023, 13550 W. 95th St., Lenexa, KS 66215, LLC, Insurance Agency, Insurance Agent, Recommend Insurance Products, Investment Related, 160 Hours per month, 8 Hours per day during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Michael Akers's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

April 26, 2023 - Present

MODERN WEALTH MANAGEMENT, LLC

Office #1: 990 E South Blvd., Suite 100, Troy, MI 48085

RIA

CRD#: 324624

Troy, MI

Past

July 14, 2017 - December 7, 2023

BARBER FINANCIAL GROUP

RIA

CRD#: 152043

Troy, MI

Past

June 27, 2017 - February 14, 2025

MUTUAL SECURITIES, INC.

CRD#: 13092

Troy, MI

Past

November 1, 2016 - December 14, 2017

OSIWALA FINANCIAL GROUP, LLC

RIA

CRD#: 124565

TROY, MI

Past

May 1, 2015 - June 26, 2017

NATIONAL PLANNING CORPORATION

RIA

CRD#: 29604

Troy, MI

Past

April 29, 2015 - June 26, 2017

NATIONAL PLANNING CORPORATION

CRD#: 29604

Troy, MI

Past

January 7, 2015 - April 14, 2015

TFG ADVISORS

RIA

CRD#: 112123

AUBURN HILLS, MI

Past

August 27, 2013 - October 27, 2014

LARSON FINANCIAL GROUP, LLC

RIA

CRD#: 140599

SAINT LOUIS, MO

Past

August 23, 2013 - October 27, 2014

LARSON FINANCIAL SECURITIES, LLC

CRD#: 152517

SAINT LOUIS, MO

Past

July 14, 2009 - August 21, 2013

SCOTTRADE, INC.

CRD#: 8206

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MODERN WEALTH MANAGEMENT, LLC

MODERN WEALTH MANAGEMENT, LLC | PUBLIC SAFETY FINANCIAL | PETSO FINANCIAL, A DIVISION OF MODERN WEALTH MANAGEMENT, LLC

CRD#: 324624 / SEC#: 801-127231

RIA

Registered Investment Advisory firm - (5/2/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(4/26/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/27/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/17/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/13/2009

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 11/10/2011

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 10/12/2011

General Securities Sales Supervisor - Options Module Examination

Current Firm

MODERN WEALTH MANAGEMENT, LLC

MODERN WEALTH MANAGEMENT, LLC | PUBLIC SAFETY FINANCIAL | PETSO FINANCIAL, A DIVISION OF MODERN WEALTH MANAGEMENT, LLC

CRD#: 324624 / SEC#: 801-127231

RIA

Registered Investment Advisory firm - (5/2/2023 Approved)

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Contact information

Main Address

13550 W 95th St., Lenexa, KS 66227

Mailing Address

Phone number

(913) 393-1000

Established

Firm type

Fiscal year end

# of Employees

150

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARCH 2025 ADV 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	18,823
AUM (Assets Under Management)	$ 6,148,915,787

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Kyle M. Akers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Michael Akers's CRS (Customer Relationship Summary).

Certified licenses

Experience

BARBER FINANCIAL GROUP

MUTUAL SECURITIES, INC.

OSIWALA FINANCIAL GROUP, LLC

NATIONAL PLANNING CORPORATION

NATIONAL PLANNING CORPORATION

TFG ADVISORS

LARSON FINANCIAL GROUP, LLC

LARSON FINANCIAL SECURITIES, LLC

SCOTTRADE, INC.

Primary Firm SEC Registration

MODERN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/27/2013

Series 63

Date: 8/17/2009

SIE

Date: 10/1/2018

Series 7

Date: 7/13/2009

Series 10

Date: 11/10/2011

Series 9

Date: 10/12/2011

Current Firm

MODERN WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MODERN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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