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Kyle Michael Akers

Modern Wealth Management, LLC

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About Kyle Michael Akers

Kyle Michael Akers is a financial advisor who has been in the industry since October 2009. Kyle is currently registered with Modern Wealth Management, LLC. Kyle also has previous experience with NATIONAL PLANNING CORPORATION, LARSON FINANCIAL SECURITIES, LLC, and SCOTTRADE, INC.. Kyle holds the following licenses: Series 63, Series 65, Series 7, Series 9, Series 10, and SIE. Kyle is also a Certified Financial Planner.

Firm Information

Kyle Akers is currently registered with Modern Wealth Management, LLC. Modern Wealth Management, LLC is an investment advisor headquartered in Lenexa, KS. They provide financial planning and portfolio management services to individuals and families, including high-net-worth individuals, as well as retirement plans and charitable organizations. The firm manages over $2 billion in assets and employs 17 licensed agents, 36 investment advisor representatives, and 13 registered representatives.
Modern Wealth Management, LLC

13550 W 95TH ST.

LENEXA, KS 66227

$2.07B

Assets Under Management

1

Total Clients

42

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kyle Akers’s Registration & Firm History

MI

04/26/2023 - Present

Modern Wealth Management, LLC (Troy MI)

MI

04/29/2015 - 06/26/2017

NATIONAL PLANNING CORPORATION (Troy MI)

MO

08/23/2013 - 10/27/2014

LARSON FINANCIAL SECURITIES, LLC (SAINT LOUIS MO)

MO

07/14/2009 - 08/21/2013

SCOTTRADE, INC. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 08/27/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/17/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/10/2011

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/12/2011

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/13/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle Michael Akers.
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