Wesley Byron Ratelle

Employer firm

Verity Asset Management CRD 158667

$1.15B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 04/2022 → Present
  Teacher'S Pension And Insurance Services, Inc.
  Oakdale, CA
• 07/2017 → Present
  Self-Employed
  Citrus Heights, CA
• 03/2024 → Present
  Verity Asset Management
  Durham, NC
• 08/1994 → 07/2017
  Santa Barbara Unified School District
  Santa Barbara, CA

Other Businesses

1. Teacher's Pension and Insurance Services, Inc.; Not investment-related; Oakdale, CA; Insurance agency; Agent; Insurance agent; 04/2022; 80 hours per month; 40 during market hours; Sell insurance and annuity products. 2. Retirement Consulting for Educators DBA RC Educators; Not investment-related; Citrus Heights, CA; Financial consulting; Sole proprietor; 07/2017; 100 hours per month; 40 during market hours; Education, consulting, and retirement planning.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-29

Other Names

• Gary Alan Church
• Wes Ratelle