Luke Andrew Zimmerman

Current Employers

Employment History

• 06/2014 → 09/2017
  Rolling Hills Water Park
  Ypsilanti, MI
• 09/2016 → 12/2019
  University Of Michigan
  Ann Arbor, MI
• 05/2018 → 03/2019
  Hantz Bank
  Ann Arbor, MI
• 03/2019 → 08/2025
  Hantz Financial Services
  Ann Arbor, MI
• 08/2025 → Present
  Millennium Personal Finance
  Ypsilanti, MI
• 03/2026 → Present
  The Leaders Group Inc, Dba: Simplicity Investments
  Summit, NJ
• 08/2025 → Present
  Millennium Personal Finance - Ria
  Ypsilanti, MI

Previous Registrations

• 2020-03-10 → 2025-08-04
  Hantz Financial Services, Inc.
  Ann Arbor, MI
  Southfield, MI

Other Businesses

1.) Millennium Personal Finance - 8/1/2025 - 301 W Michigan Ave, Ste 407, Ypsilanti, MI 48197 - Financial Planner, Founder, CEO, When our financial plan calls for an insurance based solution for one of our clients, I am responsible for quoting and placing said insurance products. As the company's CEO I also oversee other agents in a similar process, Invt Rel, Helping clients insure property, casualty, life, accident, and health risks in the context of a holistic financial plan, Independent Insurance Agent (PC and LAH), 40 hrs/mo; 40 hrs/mo (during trading hours). 2.) Millennium Personal Finance - RIA - 8/1/2025 -301 W Michigan Ave, Ste 407, Ypsilanti, MI 48197 - Financial Planner, Founder, CEO, IAR, We analyze and manage client investments to fit portfolio allocation to the nature and time horizon of the client's financial goals based on their financial plan, Invt Rel, Constructing and maintaining investment portfolios well-suited to meet client goals in the context of a holistic financial plan, 40 hrs/mo, 40 hrs/mo (during trading hours).

Exams

• S66 Uniform Combined State Law Examination
  2020-03-10

Other Names

• Luke Zimmerman