RP Zeigler Investment Services
Firm details
- Headquarters
- Peoria, Illinois
- CRD number
- 297925
- Website
- www.rpzeigler.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI55.63%
- Individuals44.37%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
RP Zeigler Investment Services is an independent registered investment adviser structured as a corporation and owned by an individual. The firm primarily serves individual and family clients and offers financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its fee model includes asset-based fees, hourly charges, and fixed-fee arrangements. RP Zeigler is not positioned as an ESG-focused allocator, is not a multi-state adviser, and does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds36%
- Cash & Cash Equivalents8%
- State & Local Bonds3%
- Investment Grade Corp Bonds3%
Contacts
1 of 1
Roscoe Zeigler
FounderCRD 4746685
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Peoria, IL
Peoria
Location
Peoria, IL
Headquartered in Peoria, IL, in the Midwest of the United States.
- Region
- Midwest
- County
- Peoria
- Address
- 2914 W Willow Knolls Dr
- Time zone
- CT (UTC-6)
- Office locations
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