Rockie Zeigler III, CFP® RP Zeigler Investment Services, Inc.
- 10326 N Juliet CT Suite B , Peoria, IL 61615
- (309) 240-8787
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.
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.
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.
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.
September 15th, 2020 “You don’t have to do what society tells you to do. You don’t have to do what other people expect you to do. Follow your own path. Figure out what’s fulfilling to you and do that. Do whatever makes YOU happy.” — Rachel How can you retire at any age? How do […]
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