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

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About Rockie Zeigler III, CFP®

Hi! I’m Rockie Zeigler III. Since you’re probably wondering anyway, no, Rockie isn’t my real name. It’s Roscoe (everyone asks me that the first time we meet). I’m a lifelong Central Illinoisan. I grew up in Normal, then moved to Peoria when I was 18 and I’ve been here ever since (over 20 years now). I graduated from Bradley University in 2003. I also completed studies at the College For Financial Planning.

Alright, what else? I have an amazing family. A beautiful, patient and fun-loving wife. Four kids, Astrid (6), Murphy (4), Clarke (2) and Crosby (2). It can get pretty crazy around my house, but I love it. I wouldn’t have it any other way.

I love Notre Dame football, Cardinals baseball, golf, and lifting weights. I’m currently trying to make myself love running. It’s slow going so far. In more ways than one. I’m also one of the foremost experts on 90s music in the Midwest. It’s a pretty big deal.

I write about investing, personal finance, and self-development at

I’ve been quoted in national media outlets such as US News & World Report, The American Express Open Forum,, and Investment News. I’ve also been featured in the Peoria Journal Star, and on WYZZ TV.

I’m a CFP® Professional which means that I have a high level of education on topics including, but not limited to, financial planning, investment planning, college savings strategies, Social Security, insurance, Medicare, tax planning and estate planning. It also means that I’m held to the highest level of honesty, integrity, and ethics in the industry.

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)

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Ideal Clients

  • Gen X
  • Investment Planning & Management
  • Parents
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Model

  • Monthly Fee: $150+/mo
  • AUM: 1.25%+

SEC Records

States Registered

  • Illinois