Kyle Robert Bochat

Employer firm

Financial Potential Wealth Management CRD 342728

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• CONSULTING

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

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

Current Employers

Employment History

• 07/2016 → 06/2017
  Wells Fargo
  Gainesville, GA
• 06/2017 → 12/2023
  Ifg Advisory & Lpl Financial
  Gainsville, GA
• 06/2026 → Present
  Financial Potential, Llc Dba Financial Potential Wealth Manage
  Gainesville, GA
• 10/2020 → Present
  Financial Potential, Llc
  Gainesville, GA
• 12/2023 → 08/2026
  World Investment Advisors
  Gainsville, GA

Previous Registrations

• 2017-06-02 → 2023-12-21
  Ifg Advisory, Llc
  Gainesville, GA
  Atlanta, GA
• 2016-07-06 → 2017-06-02
  Wells Fargo Clearing Services, Llc
  Gainesville, GA
• 2014-07-07 → 2016-07-05
  Edward Jones
  Irmo, SC
  Gainesville, GA
  St Louis, MO
  Gainesville, GA

Other Businesses

1. K Brothers Development, LLC; Non-Investment Related; 605 Green St., Gainesville, GA 30501; Spec House Construction; President; 8/1/2023; 10 hours per month; 0 hours during trading hours; Provided start-up capital to buy land and develop the property. I assist from time-to-time with zoning or building code related meeting or inquiries and help keep some of the books and financial records. 2. Non-Variable Insurance; Investment Related; Buford, GA; LIfe, Non-Variable Insurance and Annuities; Insurance Agent; 10 hours per month; 10 hours during trading hours; Sales and service of non-variable insurance annuities.

Exams

• S66 Uniform Combined State Law Examination
  2014-05-09