Rockie Zeigler (CFP®, EA)

Rockie Zeigler focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Hourly
  • Investment Advice with Ongoing Management
  • Tax Planning

Additional Information

Hi! I'm 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 grew up in Normal, then moved to Peoria about 20 years ago. I graduated from Bradley University in 2003.

Alright, what else? I have an amazing family. A beautiful, patient and fun-loving wife. Four kids, Astrid (6), Murphy (4), Clarke (2) and Crosby (2). It can get pretty crazy around my house, but I love it.

I love Notre Dame football, Cardinals baseball, golf, and lifting weights. I’m currently trying to make myself love running. It’s slow going so far. In more ways than one. I’m also one of the foremost experts on 90s music in the entire Midwest. It’s a pretty big deal.

I write about investing, personal finance, and self-development at

I’ve been quoted in national media outlets such as US News & World ReportThe American Express Open, and Investment News.

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)

NAPFA Start Date

November 14, 2018

This Office

2914 W Willow Knolls Peoria, IL 61614 Phone: (309) 240-8787