Rockie Zeigler

Advisor at RP Zeigler Investment Services

Updated today
RP Zeigler Investment Services logo

Firm

RP Zeigler Investment Services

Location

Peoria, IL 61614

Credentials

CFP®, EA

Industry experience

20 years

About

Hi, my name is Rockie Zeigler III. 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 (11), Murphy (9), Clarke (7) and Crosby (7).

Alright, what else? I love Notre Dame football, basketball and golf. I’m also one of the foremost experts on 90's music in the Midwest.

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. Think about that for a second.

I'm also an Enrolled Agent with the IRS. Yes, that IRS. It's the highest credential the IRS awards.

I'm a member of The XY Planning Network (obviously, I guess) 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.

Here's some more street cred:

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)

Expertise

Passive / index investing Active portfolio management General tax planning

Demographic focus

Young Professionals Gen X (Born 1965-1980)

Fee options

AUM

1.25%+

Hourly

$350

Monthly

$295+/mo

Work history

RP Zeigler Investment Services, Inc.

2018 - Present (8 years)

Cornerstone Wealth Management, LLC

2013 - 2018 (5 years)

Lpl Financial LLC

2012 - 2018 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Tim D

CFP®

Morton, IL

Eagle Ridge Wealth Advisors

I'm a CERTIFIED FINANCIAL PLANNER™ serving the greater Peoria, IL area and beyond from my office in Morton, IL. My firm, Eagle Ridge Wealth Advisors, provides financial planning, retirement planning, tax planning, and investment management solutions to help clients organize, grow, and secure their financial lives. Eagle Ridge Wealth Advisors is a fiduciary firm that places clients' best interests first.

Income planning General retirement planning General tax planning Baby Boomers (Born 1946-1964)

Maggie K

CFP®, CPA

Morton, IL

Abundo Wealth

Hi! I'm Maggie Klokkenga, a financial planner at Abundo Wealth. We do things very differently here at Abundo. Our motto is 'minimize fees, maximize life.' We want to help you live your best life all while being smart and strategic with your money. We believe that transparent pricing, low-cost investing, and access to the best financial planning technology on the market is what every client deserves. We charge a flat monthly subscription for our service and nothing more. After that, it's our job to work to try to save you money wherever we can while helping you accomplish your financial goals. You will never have to worry about any hidden costs, commissions, or kickbacks. Everything is transparent and we believe this is the only way to provide truly conflict-free advice. If you would like to learn more about how the Abundo team can help you, please do not hesitate to reach out. We are always friendly and more than willing to have a free consultation to learn more about you and see if we would be a good fit to work together.

Mid-Career Professionals Gen Y/Millennials (Born 1980-1995)

Todd O

CFP®, Series 63, Series 66

Peoria, IL

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.)

Melinda N

ChFC®, Series 66

Peoria, IL

Edward Jones

Retirement income strategy Retirement withdrawal strategies College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Founder/Business Owner

Alexander F

Series 66

Peoria, IL

Merrill

Alexander Friedrich is a Financial Advisor at Merrill Lynch Wealth Management, where he has been working since 2015. He is part of the Mitchell Miller Group, a team with over 100 years of combined experience, focused on comprehensive wealth management and the care and protection of their clients' financial interests. His areas of expertise include executive compensation, equity compensation services, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, and retirement income. Alexander holds a Bachelor's Degree from Bradley University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional role, Alexander is involved with several community organizations, including the Metamora Germantown Hills Rotary Club, Metamora Area Business Association (MABA), and Peoria Riverfront Association (PRA). In his personal time, he enjoys spending time with family and friends, golfing, and watching movies.

Wealth management Retirement income strategy Liquidity event planning Charitable giving & philanthropy

Eric K

Series 66

Peoria Heights, IL

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Public Service Employee
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")