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Kyle Akers | Financial Advisor

Profile img for Kyle Akers, financial advisor at Modern Wealth Management
Troy, MI
Kyle Akers
Financial Advisor
Financial Advisor at
Modern Wealth Management

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
I began my career in the financial industry in 2009 and am now a dedicated financial advisor at Modern Wealth Management. With a strong foundation in finance, I earned my B.S. in finance from Cornerstone University, where I also had the honor of serving as the captain of my college soccer team. The captain’s role taught me invaluable leadership and teamwork skills. Based in the greater Detroit, Michigan area, I have been happily married to my wife, Victoria, since 2010. We have four wonderful children. Family is at the heart of everything I do. I love spending time with my kids as we raise pigs, chickens, bees, and turkeys. My faith, family, and dedication to serving my clients are the core values that guide me, and I strive to ensure every client feels genuinely cared for and empowered to thrive. Outside of work, I enjoy an active lifestyle filled with hunting, sports, fishing, golfing, and coaching my children’s teams. Giving back to my community is also a priority. I am passionate about supporting my church, volunteering regularly, and helping fund missionary efforts. I feel incredibly blessed to work alongside amazing people and am deeply committed to making a meaningful impact in the lives of those I serve.
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Specialties and Expertise

8
Alternative Investments
Cash Flow Analysis
College Planning
Family Governance and Legacy Planning
High Net Worth Planning
Philanthropic Planning and Giving
Tax Minimization Investment Strategies
Wealth Accumulation and Preservation Strategies

Clientele

9
Building Industry Professionals
Corporate Executives
Dentists
Divorcees
Doctors
Entrepreneurs
Healthcare Workers
Parents of Special Needs Children
Retirees

Credentials and Designations

5
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Accredited Investment Fiduciary®

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Certified Financial Planner™

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Series 7 - General Securities Representative Exam

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Series 63 - Uniform Securities State Law Examination

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Series 65 - Uniform Investment Adviser Law Exam

Education

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Cornerstone UniversityFinanceYear Obtained: 2009
Quick Facts About Kyle
Years of Experience:15 yearsMember since:2025Average Account Size:$850,000Number of clients:150

Services Provided

How I help my clients

Investment Management

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Tax Planning

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Estate Planning Strategies

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Financial Planning

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Pricing Models

AUM

Proof of License

SEC Profile
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Troy, MI
Kyle Akers
Financial Advisor
Financial Advisor at
Modern Wealth Management
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Profile last updated: 02-13-2025