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RP ZEIGLER INVESTMENT SERVICES
RP ZEIGLER INVESTMENT SERVICES, INC
CRD 297925
2914 N WILLOW KNOLLS, SUITE B, PEORIA, IL, 61614, United States
Phone
3092408787
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$64.7M
Discretionary AUM
$64.7M
Team
1 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminarsTAX PREPARATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 68 | $28.7M |
| High net worth individuals | 15 | $36.0M |
All web addresses on file
Official SEC filing: View on IAPD