Rockie Zeigler III, CFP® RP Zeigler Investment Services, Inc.

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About Rockie Zeigler III, CFP®

Hi! Since you’re probably wondering, no, Rockie isn’t my real name. It’s Roscoe (everyone asks that the first time we meet). I’m a lifelong Central Illinoisan. I grew up in Normal, then moved to Peoria in the summer of 2000 and I’ve been here ever since. I graduated from Bradley University in 2003 and I also completed studies at the College For Financial Planning.

I have an amazing family. A beautiful, patient, and fun-loving wife. Four kids, Astrid (7), Murphy (5), Clarke (4) and Crosby (4). Yep, the last two are twins.

Alright, what else? I love Notre Dame football, Cardinals baseball, and golf. I’m also one of the foremost experts on 90’s music in the Midwest.

I love to write and podcast. You can read my thoughts about the markets, the economy and my life over at www.FinancialPlannerPeoriaIL.com.

I’ve been featured in media outlets such as CNBC, US News & World Report, The Huffington Post, The Peoria Journal Star, and WYZZ Fox 43 Peoria.

I’m a CFP® (CERTIFIED FINANCIAL PLANNER™) Professional. Roughly 70% of ‘financial advisors’ ARE NOT certified in financial planning.

As a member of The XY Planning Network, (a national network of financial planners) I don’t have minimum asset requirements, I don’t accept commissions. I don’t use pushy sales tactics and I’m a sworn fiduciary for all my clients.

I’m also a member of of the National Association Of Personal Financial Advisors (NAPFA). NAPFA is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they assist. NAPFA has high standards in the financial advice field. Each advisor is required to sign and renew a fiduciary oath, as well as subscribe to a strict code of ethics.

Professional licenses/designations:
FINRA Series 63 (obtained in 2004)
FINRA Series 66 (obtained in 2007)
CERTIFIED FINANCIAL PLANNER™ Board of Standards Certificate (obtained in 2016)

FAVORITE GOLF COURSE AROUND HERE:
Coyote Creek in Bartonville.

PETS:
Dog (Quincy) Cat (Homer)

FAVORITE OUTDOOR ACTIVITY(S):
Lawn care, car cleaning and walks with the family.

FAVORITE SPORTS TO PLAY:
Basketball and golf.

CAN’T BE INTERRUPTED DURING:
Notre Dame football games and The Masters golf tournament.

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Recently Published

Episode #57 – Things That Annoy Me (And Prob Annoy You Too)

May 4, 2021

A fun discussion about annoying things in daily life.  Connect With Rockie Website On Twitter: @RPZ_3 On LinkedIn Subscribe to the show on the app of your choice Help Us Grow By Clicking Here And Leaving A Review On iTunes Or By Sharing This Episode Share on facebook Share on twitter Share on linkedin

The post Episode #57 – Things That Annoy Me (And Prob Annoy You Too) appeared first on Hey Peoria! Let's Talk $$.

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Episode #56 – The Housing Market Is On Fire. Okay, But Why?

April 19, 2021

The local housing market is on fire. Let’s talk about why this is the case.  Connect With Rockie Website On Twitter: @RPZ_3 On LinkedIn Subscribe to the show on the app of your choice Help Us Grow By Clicking Here And Leaving A Review On iTunes Or By Sharing This Episode Share on facebook Share […]

The post Episode #56 – The Housing Market Is On Fire. Okay, But Why? appeared first on Hey Peoria! Let's Talk $$.

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Episode #55 – 4 Last Minute Tax Deductions

April 6, 2021

4 things you can probably do today to lower your tax bill for 2020!  Connect With Rockie Website On Twitter: @RPZ_3 On LinkedIn Subscribe to the show on the app of your choice Help Us Grow By Clicking Here And Leaving A Review On iTunes Or By Sharing This Episode Share on facebook Share on […]

The post Episode #55 – 4 Last Minute Tax Deductions appeared first on Hey Peoria! Let's Talk $$.

Read the full post →

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Ideal Clients

  • Gen X
  • Parents
  • Retirement Planning
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Model

  • Monthly Fee: $180+/mo
  • AUM: 1.25%+

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