Roscoe Zeigler is a CFP-designated registered investment advisor at Rp Zeigler Investment Services, based in Peoria, IL, with 20 years of industry experience. Roscoe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 79 clients with $47M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RP Zeigler Investment Services manages investment portfolios for a fee based on a percentage of the value of your portfolio, up to 1.75% per year. The exact fee is negotiable. This fee is paid monthly. Clients with at least $150,000 under management can have financial planning included at no additional charge.
Location
2914 N Willow Knolls, Suite B, Peoria, IL, 61614
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Roscoe is the owner of Tax Prep Peoria, a tax preparation business, since September 2021. He spends minimal time on this activity.
Employment History
Current Registrations
Rp Zeigler Investment Services
Previous Registrations
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
LPL Financial LLC
Edward Jones
Edward JonesBroker
Edward JonesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.