Rp Zeigler Investment Services

Rp Zeigler Investment Services (CRD# 297925) is a financial advisory firm headquartered in Peoria, IL. They manage $41,357,465 in 259 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    259
    ACCOUNTS
  • Average Account Value
    $159,681
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, TX

Financial Advisors at Rp Zeigler Investment Services
Showing 1 - 1 of 1 top financial advisors.
1
Rockie Zeigler III, CFP®
CRD#: 4746685
2914 N Willow Knolls, Peoria, IL 61614

Rockie Zeigler III (CRD# 4746685) is a Certified Financial Planner (CFP®) in North Peoria IL, with over 13 years of experience. Rockie has been featured in publications such as CNBC, The Huffington Post, The Peoria Journal Star, and WMBD TV. Rockie is also the author of the new book "Mutual Funds Are So 1999." The book is a detailed look at the complex world of mutual funds and exchange traded funds (ETFs) written in a laid back, humurous style. 

 

We can help you answer questions such as: 

  • When should I take Social Security?
  • Should I do a Traditional IRA, or a Roth IRA?
  • How much do I need saved up for my retirement? 
  • Should I take a lump sum from my pension? Or the monthy payments?
  • Are my investments too risky?
  • Which Medicare progam should I choose?

Call or text us at 309-240-8787. Stop worrying about your money. Reach out today. 

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