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

What Should You Do With Your 401(k)?

March 27, 2020

What should you be doing with your 401(k) right now? Should you sell everything and wait for the dust to settle? Should you just sit tight? Should you accelerate your 2020 contributions while the stock markets are down? Should you stop contributing altogether?

The post What Should You Do With Your 401(k)? appeared first on Financial Planner - Peoria, IL.

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4 Things to Take Into Account During a Market Downturn, Ep #22

March 24, 2020

March 24th, 2020 With the panic and hysteria that’s surrounding the Coronavirus, everyone is worried about the stock market. Is the market going to continue to plummet? Will we go into a recession—or worse, a depression? Is our economy going to hold up? In this episode, I’m going to lay out where the stock and […]

The post 4 Things to Take Into Account During a Market Downturn, Ep #22 appeared first on Financial Planner - Peoria, IL.

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My Thoughts On the Coronavirus & the Stock Markets

March 17, 2020

I’m not going to blow sunshine up your butt today. I’m also not going to tell you to, “Stay the course,” or, “Just relax,” or, “Calm down, this will all blow over soon,” either. However, I’m not trying to scare you or cause you to panic either, so please don’t take it that way. That […]

The post My Thoughts On the Coronavirus & the Stock Markets 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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