LZ
LZ
Luke Zimmerman
6 Years of Experience
Ypsilanti, MI
May Earn Commission
Luke Zimmerman is a registered investment advisor at Millennium Personal Finance, LLC, based in Ypsilanti, MI, with 6 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
The investment management fee is not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Ypsilanti, MI
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Millennium Personal Finance, LLC
November 2025 - Present · 6 mos
Previous Registrations
Hantz Financial Services, INC.
March 2020 - August 2025 · 5 yrs 5 mos
Hantz Financial Services, INC.Broker
September 2019 - August 2025 · 5 yrs 11 mos
State Registrations1 state
MI
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.