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

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About Rockie Zeigler III, CFP®

Hey! Yep, my name is Rockie Zeigler III. 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 (6), Murphy (4), Clarke (3) and Crosby (3).

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. 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.

I’m a member of The XY Planning Network which is a national network of financial planners. We don’t have minimum asset requirements, we don’t accept commissions, we don’t have pushy sales tactics and we’re all sworn fiduciaries.

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 #1 (Walter) Cat #2 (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

Will I Pay Taxes On My Inheritance?

September 26, 2019

Someone asked me this exact question over the weekend, and it dawned on me that I have been asked this question a lot over the course of my career. It’s a good question. Here’s the short answer: It depends on what you inherit and what you do with it. In essence, there are three types […]

The post Will I Pay Taxes On My Inheritance? appeared first on Financial Planner - Peoria, IL.

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Incorrect Comparisons

June 28, 2019

A few weeks ago, I was on vacation in Indian Rocks Beach, Florida. It was amazing. Thank you to my in-laws for putting it all together. We hadn’t been on a true week-long, family vacation since 2012. In the last seven years my lovely wife Kendall and I had done the following, making it a […]

The post Incorrect Comparisons appeared first on Financial Planner - Peoria, IL.

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My Quote For CNBC Yesterday…..

June 26, 2019

https://www.cnbc.com/2019/06/24/switching-jobs-dont-make-these-mistakes-with-your-retirement-plan.html

The post My Quote For CNBC Yesterday….. appeared first on Financial Planner - Peoria, IL.

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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

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