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 #44: Mutual Fund Fees [Mutual Fund FUNdamentals Part II]

November 24, 2020

November 24th, 2020 Today is part II of my latest Making Finance Fun series: mutual fund FUNdamentals. In this episode, I’m going to talk about US stock fund fees. Believe it or not, there is generally more than one fee involved. We will talk about active and passive domestic stock mutual funds, the two main […]

The post Episode #44: Mutual Fund Fees [Mutual Fund FUNdamentals Part II] appeared first on Financial Planner - Peoria, IL.

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Episode #43: WMBD TVs Rebecca Brumfield

November 18, 2020

  November 18th, 2020 On this episode, I have a very special guest: WMBD TV Anchor & Television Producer Rebecca Brumfield!  We discuss her recent wedding, her day to day life as one of Peoria’s most well known news anchors, as well as a look behind the curtain on what it’s like to be a […]

The post Episode #43: WMBD TVs Rebecca Brumfield appeared first on Financial Planner - Peoria, IL.

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Episode #42: Mutual Fund FUNdamentals [Part I]

November 10, 2020

November 11th, 2020 What are mutual funds? Why would you want to buy them? How can you buy them? These are just a few of the questions I’m going to answer in—drumroll please—a whole series about mutual funds. In this episode of Making Finance Fun, I’ll cover the mutual fund fundamentals: what they are, their […]

The post Episode #42: Mutual Fund FUNdamentals [Part I] 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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