Walter Rapka, financial advisor Wall Township NJ
96 score

Walter Rapka

CRD Number: 3175053
Current Firm: Tfs Advisory Services

Walter Rapka (CRD# 3175053) is an Investment Advisor Representative working at Tfs Advisory Services in Wall Township, NJ and has over 18 years of experience in the finance industry. Walter Rapka has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Tfs Securities, Inc. Lincroft, NJ Dec 1998 - Current 19
Rapka Travel, Inc. Wall Twsp., NJ Jan 1996 - Current 22
Rapka & Rapka Cpa's-walter Rapka, Jr Cpa Wall Twsp., NJ Sep 1990 - Current 27
U.s. Army-ft. Monmouth Ft. Monmouth, NJ Oct 1980 - Dec 2009 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2000
Contact Info for Walter Rapka
Phone Number: 732-758-9300
Registered State(s):
  • CO
  • DE
  • FL
  • GA
  • NC
  • PA
  • NJ
By the Numbers
  • Total Assets Under Management
    722
    MILLIONS
  • Total Number of Accounts
    3,525
    ACCOUNTS
  • Average Account Value
    $204,757
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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