Rockie Zeigler III
CERTIFIED FINANCIAL PLANNERâ„¢ & IRS Enrolled Agent
Hi, I'm Rockie Zeigler III. I’m basically 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 four amazing kids and a wonderful wife. Astrid (13), Murphy (11), Clarke (10) and Crosby (10). Yes, you read that right. The last two are twins.

There's my crew on the 4th of July 2019, at Dozer Park.
Alright, what else? I love Notre Dame football, and everything about golf. Also, I'm also 90's music junkie. Since my two oldest girls have fallen in love with softball, I have gotten into it myself. So, now I enjoy helping coach both of their teams, as well presiding over the Dunlap Girls Softball Association.
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. Keep that in mind as you're looking to hire a financial planner.
I'm also an Enrolled Agent with the IRS. Yes, that IRS. What does that mean? Well, according to the IRS, an EA certificate is an elite credential issued by the IRS to tax professionals who demonstrate special competence in federal tax planning, individual and business tax return preparation, and representation matters. Pretty cool, huh?
I'm a member of The XY Planning Network which is a national network of financial planners. We don't have minimum asset requirements, we don't accept commissions and we don't have pushy sales tactics. Each financial planner is also required to sign a fiduciary oath, as well as subscribe to a strict code of ethics. Each XY member is also required to maintain a clean background free of criminal activity and bankruptcy, just to name a few things.
I'm a believer in volunteering my time and expertise. Currently, I volunteer at or donate to the following places:
- Dunlap Girls Softball Association President. As the President, my roles are to oversee all of the organization's operations, coaches, parents and players for each of our 8 teams.
- Illinois Raptor Center - being a bird lover, I love to help this place out. They house, rehabilitate and medically care for hawks, owls, eagles and nearly every type of bird you can think of.
- Pathway Ministries - I proudly donate to this amazing organization that "creates a pathway out of poverty through Jesus."
Professional licenses/designations:
FINRA Series 63 (obtained in 2004)
FINRA Series 66 (obtained in 2007)
CERTIFIED FINANCIAL PLANNER™ by CFP Board of Standards (obtained in 2016)
IRS Enrolled Agent Certificate (obtained in 2021)
FAVORITE LOCAL GOLF COURSE:
Coyote Creek
PETS:
Dog (Quincy) Cat (Homer) Cat #2 (Rudy) Guinea Pig (Smudge)
FAVORITE OUTDOOR ACTIVITY(S):
Golf, detailing cars, playing catch with the kids and basketball/golf with the kids.
FAVORITE SPORTS TO PLAY:
Golf and it's not even really close.
CAN’T BE INTERRUPTED DURING:
Notre Dame football games, The Masters, my girls' softball games, and my boy's basketball games.