Joseph Leonard Rapacki

Employer firm

360 Financial CRD 168600

$701M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2000 → Present
  Rapacki & Co, Pa Cpas
  Edina, MN
• 01/2014 → 09/2022
  Boulevard Wealth Management, Inc.
  Eden Prairie, MN
• 08/2023 → Present
  360 Financial
  Wayzata, MN
• 05/2021 → 08/2023
  Fidere Advisors
  Minnetonka, MN

Previous Registrations

• 2021-05-26 → 2023-08-22
  Fidere Advisors
  Minnetonka, MN
  Edina, MN
• 2014-02-20 → 2022-09-30
  Boulevard
  Bloomington, MN

Other Businesses

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

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-11-05
• S63 Uniform Securities Agent State Law Examination
  1997-10-03

Designations

• Personal Financial Specialist