Joseph L. Rapacki

360 FINANCIAL

Edina, MN 55435

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CRD#: 2940613

Professional summary

Joseph Leonard Rapacki JR is a registered financial advisor currently at 360 FINANCIAL located in Edina, Minnesota.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Joseph has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

OWNER/CPA/PRESIDENT AT RAPACKI & CO, PA CPAS; EDINA, MN; 01/2000; APPROX 75% OF TIME IN THIS PRACTICE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Leonard Rapacki JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 16, 2023 - Present

360 FINANCIAL

Office #1: 6800 France Ave S. Suite 120, Edina, MN 55435

RIA

CRD#: 168600

Edina, MN

Past

May 26, 2021 - August 22, 2023

FIDERE ADVISORS

RIA

CRD#: 312675

Edina, MN

Past

February 20, 2014 - September 30, 2022

BOULEVARD

RIA

CRD#: 164423

BLOOMINGTON, MN

Past

October 6, 1997 - March 7, 2000

TRUSTED SECURITIES ADVISORS CORP.

CRD#: 24049

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

360 FINANCIAL

360 FINANCIAL | 360 FINANCIAL, INC.

CRD#: 168600 / SEC#: 801-78425

RIA

Registered Investment Advisory firm - (8/30/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(8/16/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/5/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/3/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 10/3/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

360 FINANCIAL

360 FINANCIAL | 360 FINANCIAL, INC.

CRD#: 168600 / SEC#: 801-78425

RIA

Registered Investment Advisory firm - (8/30/2013 Approved)

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Contact information

Main Address

849 Lake Street East, Wayzata, MN 55391

Mailing Address

Phone number

(952) 542-8900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/20/2025)

Regulatory assets under management

Total Number of Accounts	1,940
AUM (Assets Under Management)	$ 567,566,550

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Joseph L. Rapacki

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Leonard Rapacki JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

360 FINANCIAL

FIDERE ADVISORS

BOULEVARD

TRUSTED SECURITIES ADVISORS CORP.

Primary Firm SEC Registration

360 FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 11/5/2010

Series 63

Date: 10/3/1997

Series 6

Date: 10/3/1997

Current Firm

360 FINANCIAL

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

360 FINANCIAL

TRUST BUT VERIFY

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