Adviser and broker representative · Millennium Personal Finance, LLC
Luke A. Zimmerman
CRD 7087844 · Ypsilanti, MI
At a glance
Luke A. Zimmerman is an investment adviser representative with Millennium Personal Finance, LLC in Ypsilanti, MI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Luke’s SEC record dates to 2020, about 6 years ago. Luke is also registered as a broker representative.
Current advisory firm
- Millennium Personal Finance, LLCSince November 2025Ypsilanti, MI · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2020 (6 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Luke’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Millennium Personal Finance, LLC
- Ethan H. DelaneyYpsilanti
- Andrew DuncanYpsilanti
Every advisor at Millennium Personal Finance, LLC →Financial advisors in Ypsilanti, MI →Every Millennium Personal Finance, LLC advisor in Ypsilanti →Advisor Moves: who changed firms this week →