Timothy B. Boleman

FINANCIAL POTENTIAL WEALTH MANAGEMENT

GAINESVILLE, GA 30501

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CRD#: 8213897

Professional summary

Timothy Brock Boleman is a registered financial advisor currently at FINANCIAL POTENTIAL WEALTH MANAGEMENT located in Gainesville, Georgia.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Timothy has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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.

1. Singa Impact Group; Non-Investment Related; 1425 Market Blvd, Ste 530, 93, Roswell, GA 30075; The business provides strategic and operational consulting services to impact-driven organizations and businesses; Member; 09/13/2021; 1 hour per month; 0 hours during trading hours; Provide limited, as-needed strategic and operational consulting support, including high-level input on organizational strategy and execution. To date, duties have been minimal and limited to a single completed project. Services may include organizational strategy, leadership development, program design, and operational planning. The activity does not involve securities, investment advice, investment management, or recommendations of financial products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Brock Boleman'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

September 3, 2026 - Present

FINANCIAL POTENTIAL WEALTH MANAGEMENT

Office #1: 210 Washington St Nw Suite 100, Gainesville, GA 30501

RIA

CRD#: 342728

GAINESVILLE, GA

Past

March 30, 2026 - September 8, 2026

WORLD INVESTMENT ADVISORS, LLC

RIA

CRD#: 208512

Gainesville, GA

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

Georgia
(9/3/2026)

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

What does exam status mean?

State Security Law Exam

IAR

Series 65

Status Unavailable

Passed: 3/19/2026

Uniform Investment Adviser Law Examination

Current Firm

FINANCIAL POTENTIAL WEALTH MANAGEMENT

FINANCIAL POTENTIAL LLC | RICH LEGACY | FINANCIAL POTENTIAL, LLC | FINANCIAL POTENTIAL WEALTH MANAGEMENT

CRD#: 342728 / SEC#: 801-136761

RIA

Registered Investment Advisory firm - (7/17/2026 120-Day Approval)

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Contact information

Main Address

210 Washington St Nw Suite 100, Gainesville, GA 30501

Mailing Address

Phone number

(770) 287-8718

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A- FINANCIAL POTENTIAL WEALTH MANAGEMENT (8/6/2026)

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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Timothy B. Boleman

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Brock Boleman's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL POTENTIAL WEALTH MANAGEMENT

WORLD INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Passed: 3/19/2026

Current Firm

FINANCIAL POTENTIAL WEALTH MANAGEMENT

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

FINANCIAL POTENTIAL WEALTH MANAGEMENT

TRUST BUT VERIFY

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