Roscoe Zeigler
RP Zeigler Investment Services · Peoria, Illinois
Roscoe Zeigler is a fee-only financial advisor at RP Zeigler Investment Services in Peoria, Illinois, who holds the CFP credential. RP Zeigler Investment Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | RP Zeigler Investment Services |
|---|---|
| Based in | Peoria, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $64.7M across 288 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 4746685 |
| Exams passed | Series 63 (2004) · Series 66 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.rpzeigler.com |
How Roscoe's firm compares
- RP Zeigler Investment Services's average account is about $225,000, from its Form ADV (assets managed divided by 288 accounts).
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Questions about Roscoe
Is Roscoe Zeigler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Roscoe holds no broker registration, and RP Zeigler Investment Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Roscoe charge for financial advice?
Roscoe's firm, RP Zeigler Investment Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Roscoe Zeigler based?
Roscoe Zeigler is based in Peoria, Illinois.
What credentials does Roscoe Zeigler hold?
Roscoe Zeigler holds the CFP credential.
Is Roscoe Zeigler registered with the SEC?
Yes. Roscoe Zeigler is registered as an investment adviser representative in IL (CRD 4746685), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RP Zeigler Investment Services manage?
RP Zeigler Investment Services reports $64.7M across 288 accounts in assets under management.
How do I contact Roscoe Zeigler?
Through Roscoe's website, www.rpzeigler.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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