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

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About Rockie Zeigler III, CFP®, EA

Hi! Yes, 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 (9), Murphy (7), Clarke (5) and Crosby (5).

Alright, what else? I love Notre Dame football, basketball and golf. I’m also an expert on all things 90’s music.

I’ve been featured in media outlets such as CNBC, US News & World Report, The Huffington Post, The Peoria Journal Star, WYZZ Fox 43 Peoria and WMBD TV. I’m also a contributor to the new financial blog MoneyGeek.

I’m a CFP® (CERTIFIED FINANCIAL PLANNER™) Professional. Roughly 70% of ‘financial advisors’ ARE NOT certified in financial planning.

I’m also an Enrolled Agent with the IRS. Yes, that IRS. What does that mean? Among other things, it means that I have unlimited rights to practice taxes before the IRS.

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) as well as the Fee-Only Network. 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.

I also host the new podcast Hey Peoria! Let’s Talk Money podcast. It is a podcast covering all things investing and personal finance in a laid back, easy to understand manner.

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)
IRS Enrolled Agent Certificate (obtained in 2021)

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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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