Walter Rapka JR, CFP | Financial Professional | Wall Township, New Jersey

Professional summary

Walter Rapka JR, CFP® is a registered financial advisor currently at WORLD INVESTMENTS, LLC located in Wall Township, New Jersey and WORLD INVESTMENT ADVISORS, LLC located in Wall Township, New Jersey.

Walter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Walter has worked at 2 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 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.

RAPKA & RAPKA CPA 1704 MAXWELL DR., SUITE 305, WALL, NJ 07719 PARTNER - 1/1/1990 TAX PREPARATION INVESTMENT RELATED TAX RETURN PREPARATION DURING JANUARY-APRIL 40 HRS MONTH/40 HRS DURING MKT HRS BLUEROCK MORTGAGE, LLC 1120 CAMPUS DRIVE, MORGANVILLE, NJ 07751 LOAN OFFICER/MORTGAGE ORIGINATOR - 7/2/2025 INVESTMENT RELATED ACTING AS A LICENSED MORTGAGE ORIGINATOR ON A PART-TIME BASIS, AS A COMPLIMENT TO MY CURRENT WEALTH MANAGEMENT BUSINESS. 5 HRS MONTH/1 HR DURING MKT HRS WORLD/TFS INSURANCE 437 NEWMAN SPRINGS RD, LINCROFT, NJ 07738 PRODUCER - 8/01/07 INVESTMENT RELATED SALES AND SERVICE OF NON-VARIABLE INSURANCE & ANNUITIES 4 HRS MONTH/1 HR DURING MKT HRS RAPKA TRAVEL INC 1704 MAXWELL DR., SUITE 305, WALL, NJ 07719 TRAVEL AGENCY PRESIDENT - 1/26/1996 SELL CRUISES & VACATIONS. 4 HRS MONTH/0 HRS DURING MKT HRS FFP INSURANCE SERVICES, INC. 847 BROADWAY, BAYONNE, NJ 07002 PRODUCER - 8/20/1999 INVESTMENT RELATED SELL HEALTH INSURANCE AND PROPERTY & CASUALTY. 1 HR MONTH/1 HR MONTH DURING MKT HRS US COAST GUARD 31 CLIFFWOOD DRIVE, NEPTUNE, NJ 07753 AUXILIARY FINANCIAL EDUCATOR - 1/1/2010 MEMBER OF THE US COAST GUARD AUXILIARY VOLUNTEER SERVICES PROVIDE FINANCIAL EDUCATION TO THE US COAST GUARD 4 HRS MONTH/0 HRS DURING MKT HRS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Walter Rapka 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®

CFP^®

Certified Financial Planner

Start date: 1986

Experience

Current

June 16, 2006 - Present

WORLD INVESTMENTS, LLC

Office #1: 1704 Maxwell Drive, Wall Township, NJ 07719

BD

CRD#: 20626

Wall Township, NJ

Current

October 15, 2025 - Present

WORLD INVESTMENT ADVISORS, LLC

Office #1: 1704 Maxwell Dr. Suite 305, Wall Township, NJ 07719

RIA

CRD#: 208512

WALL TOWNSHIP, NJ

Current

March 1, 1999 - Present

WORLD INVESTMENTS, LLC

Office #1: 1704 Maxwell Drive, Wall Township, NJ 07719

BD

CRD#: 20626

Wall Township, NJ

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".

WI

WORLD INVESTMENT ADVISORS, LLC

CRD#: 208512 / SEC#: 801-96193

RIA

Registered Investment Advisory firm - (5/6/2015 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.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR

California
(4/7/2022)

RR

Colorado
(10/17/2016)

IAR

Colorado
(10/17/2016)

RR

Connecticut
(4/27/2010)

RR

Delaware
(9/27/2013)

IAR

Delaware
(9/27/2013)

RR

Florida
(9/27/2012)

IAR

Florida
(9/28/2012)

RR

Illinois
(11/19/2024)

RR

Maryland
(3/17/2011)

RR

Nevada
(3/8/2012)

RR

New Jersey
(3/22/1999)

IAR

New Jersey
(6/16/2006)

RR

New York
(8/13/2013)

RR

Pennsylvania
(6/4/2012)

IAR

Pennsylvania
(6/4/2012)

RR

South Carolina
(9/23/2011)

RR

Vermont
(9/9/2021)

RR

Virginia
(6/15/2007)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

RR

Series 63

Date: 1/22/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

RR

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 7

Date: 1/5/2000

General Securities Representative Examination

General Industry/Product Exam

RR

Series 6

Date: 2/26/1999

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

RR

Series 24

Date: 12/13/2000

General Securities Principal Examination

SRO Registrations

RR

FINRA

Current Firm

WI

WORLD INVESTMENT ADVISORS, LLC

CRD#: 208512 / SEC#: 801-96193

RIA

Registered Investment Advisory firm - (5/6/2015 Approved)

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Contact information

Main Address

24 E. Cota Street Suite 200, Santa Barbara, CA 93101

Mailing Address

Phone number

(888) 201-5488

Established

Firm type

Fiscal year end

# of Employees

413

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE (4/7/2025)

PART 2A - WEALTH (4/7/2025)

PART 2A - RETIREMENT (4/7/2025)

Regulatory assets under management

Total Number of Accounts	25,897
AUM (Assets Under Management)	$ 56,284,395,644

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

Walter Rapka

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Walter Rapka JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

WORLD INVESTMENT ADVISORS, LLC

WORLD INVESTMENTS, LLC

Primary Firm SEC Registration

WORLD INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/22/2000

SIE

Date: 10/1/2018

Series 7

Date: 1/5/2000

Series 6

Date: 2/26/1999

Series 24

Date: 12/13/2000

FINRA

Current Firm

WORLD INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WORLD INVESTMENT ADVISORS, LLC

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