A complete list of active advisors currently associated with RP Zeigler Investment Services

Warmer can help you find a great advisor at RP Zeigler Investment Services or one who fits your needs even better.

RP Zeigler Investment Services is a state-registered independent advisory firm that provides discretionary portfolio management, comprehensive financial planning (including an upfront plan and ongoing monthly monitoring), hourly financial planning, and tax return preparation to individuals, high-net-worth individuals, and businesses. The firm reports approximately $64.7 million in assets under management across about 83 client relationships and does not impose a firmwide account minimum. The firm constructs client-specific investment policies and asset-allocation targets through personal discussions and implements those plans primarily via passive investment management using index mutual funds and ETFs, while also employing fundamental, technical, cyclical, and charting analysis as part of its research process. Accounts are managed on a discretionary basis with regular reviews (at least quarterly) and monitoring for tax considerations, client-imposed restrictions, and changes in goals. Noteworthy features relative to peers include in-house tax preparation services and the principal’s ownership of a separate tax-preparation practice, with referrals between the two entities disclosed as uncompensated, and the firm’s stated willingness to include tax preparation for larger relationships. The brochure also indicates the firm offers educational seminars or workshops in addition to one-on-one services and participates in an institutional custodian program that supports bundled planning and investment service options.

To learn more about the advisors currently working at RP Zeigler Investment Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Rockie Zeigler III	Peoria, IL	20

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support