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 #32: Cash Balance Pension Plans 101

July 7, 2020

July 7th, 2020 What is a cash balance pension plan? What do you do with a cash balance pension plan? How is money contributed and how is it dispersed when you retire? In this episode of Making Finance Fun, I answer some frequently asked questions about this specific type of pension plan. If you work […]

The post Episode #32: Cash Balance Pension Plans 101 appeared first on Financial Planner - Peoria, IL.

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Episode #31: Choosing Between Mutual Funds and ETFs [4 Key Differences] 

June 23, 2020

June 23rd, 2020 What is the difference between a mutual fund and an ETF? Which should you buy—a mutual fund or an ETF? What are the deciding factors? In this episode of Making Finance Fun, I take a deep dive into mutual funds and ETFs. I’ll define the two terms, talk about FOUR key differences, […]

The post Episode #31: Choosing Between Mutual Funds and ETFs [4 Key Differences]  appeared first on Financial Planner - Peoria, IL.

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Episode 30: A Discussion With RP Zeigler Investments Operations Manager Amanda LeQuia

June 18, 2020

The post Episode 30: A Discussion With RP Zeigler Investments Operations Manager Amanda LeQuia appeared first on Financial Planner - Peoria, IL.

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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%+

SEC Records

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