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James Daniel Vitou

Ae Wealth Management, LLC

Rocky River, OH

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Current Employers
Ae Wealth Management, Llc

2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-08
OH RA APPROVED 2023-07-11
  • TX RA
    APPROVED
    Since 2024-07-08
  • OH RA
    APPROVED
    Since 2023-07-11

Branch Locations

20148 Detroit Rd, Rocky River, OH 44116 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aon Risk Solutions Cleveland OH 04/2016 06/2018
Vitou Financial Services, Llc Rocky River OH 06/2018 Present
Horter Investment Management, Llc Cincinnati OH 12/2018 07/2023
Ae Wealth Management, Llc Topeka KS 07/2023 Present
Association Of Financial Consultants Longwood FL 09/2025 Present
  • 04/2016 → 06/2018
    Aon Risk Solutions
    Cleveland, OH
  • 06/2018 → Present
    Vitou Financial Services, Llc
    Rocky River, OH
  • 12/2018 → 07/2023
    Cincinnati, OH
  • 07/2023 → Present
    Topeka, KS
  • 09/2025 → Present
    Association Of Financial Consultants
    Longwood, FL
Previous Registrations
Other Businesses

1.) Vitou Financial Services; Yes Investment Related; 20148 Detroit Rd, Rocky River, OH 44116; Insurance Sales; POSITION Partner; START DATE: 06/2018; Approx. 35 hours a month; Approx. 30 hours during trading; Insurance Sales and Services. 2.) Associate of Financial Consultants; Investment Related: Yes; 2973 W State Road 434, Longwood FL 32779, United States; Non profit retirement seminar; Seminar Presenter; Start Date 09/2025; Approx hours per month: 02; Approx hours during trading: 0; Retirement seminar presenter

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-08
  • S65 Uniform Investment Adviser Law Examination
    2018-11-08
Designations
Other Names
  • Dan Vitou

View on SEC IAPD

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