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Scott Stooksbury

Advisor at Creativeone Wealth, LLC

Updated today

Location

Ellijay, GA 30540

Credentials

Series 63, Series 65

Industry experience

18 years

About

Scott Stooksbury is a financial advisor at CreativeOne Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Virtue Capital Management, LLC and Horter Investment Management, LLC. He is also president of Synergy Wealth Management, Inc., where he is involved in fixed insurance sales and life and annuities. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a range of investment strategies, including proprietary ETF-based core models and third-party managers, supported by quantitative and fundamental analyses.

Client services

Based on Creativeone Wealth, LLC

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops Sub adviser services

Expertise

Based on Creativeone Wealth, LLC

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments

Occupation focus

Based on Creativeone Wealth, LLC

Executive Founder/Business Owner

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Fee options

Fixed

Financial Planning fees may be fixed per project; Investment Consultative Retainer fees based on fixed rate; fees negotiable.

Percentage

$0+: Negotiable, typically between 0.25% - 2.25% $0+: Under 'Floating Rate Method', combined fee example 1.75% (100 bps IAR + 55 bps program + 20 bps strategy), can vary with strategy fees $0+: Under 'Total Rate Method', total fee fixed (example 1.75%) with varying IAR and strategy fee portions

Commissions

Certain IARs receive commissions from sales of securities and insurance products via affiliated broker-dealer and insurance agency.

Project-based

Hourly rates for financial planning services disclosed in agreement and negotiable.

Other

Fee-only: Financial Planning fees negotiable; charged as fixed fee, hourly, monthly, or quarterly; hourly rates disclosed in agreement and negotiable.

Location

142 River Terrace

Ellijay, GA 30540

Most active in

Georgia

Work history

CreativeOne Wealth, LLC

2025 - Present (1 year)

Virtue Capital Management, LLC

2018 - 2025 (7 years)

Horter Investment Management, LLC

2013 - 2018 (5 years)

Synergy Wealth Management, Inc.

2007 - Present (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jeffrey R

CFP®, ChFC®, Series 63

Ellijay, GA

Asset Protection Group, LLC

Jeffrey Riblet is a financial advisor at Asset Protection Group, LLC with 23 years of industry experience. He holds the CFP® and ChFC® designations and has worked at his current firm since 2010. Riblet also provides personal financial counseling to military personnel, focusing on military benefits, cash flow, and debt reduction. Asset Protection Group offers discretionary portfolio management and comprehensive financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses fundamental analysis and modern portfolio theory in investment selection and operates as a fiduciary without taking custody of client assets.

Wealth management General tax planning General retirement planning General estate planning guidance Life insurance needs analysis
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Gregory F

ChFC®, Series 63, Series 65

Ellijay, GA

ValMark Advisers, Inc.

Gregory Freeman is a ChFC® credentialed advisor with 47 years of industry experience, currently with ValMark Advisers, Inc. He has held roles at Kestra Advisory, Kestra Investment Services, and NFP Securities prior to joining ValMark in 2022. Outside of his advisory work, he is president of AdvisorServe, a consulting and insurance business. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 representatives. The firm offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, along with fee-based planning and retirement consulting services.

Annuities College savings (529s, UTMA, etc.) Business succession planning Wealth management Retirement income strategy Founder/Business Owner Retired

Jared A

Series 66

Ellijay, GA

Edward Jones

Jared Arrant is a financial advisor with Edward Jones in Ellijay, GA, holding the Series 66 designation and bringing 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory work, he serves as Community Service Chair for the Rotary Club of Gilmer County, where he organizes community service projects and food drives. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Retired Founder/Business Owner Executive
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Arthur T

Series 66

Ellijay, GA

Edward Jones

Arthur Tredway II is a Series 66-licensed financial advisor with Edward Jones in Ellijay, GA. He has 15 years of industry experience and has been with Edward Jones since 2010. Outside of his advisory role, he is involved in management decisions for a commercial retail center in Fort Wayne, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Elias A

Series 66

Ellijay, GA

Edward Jones

Elias Alewel is a financial advisor at Edward Jones in Ellijay, GA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Bank OZK, NC State Employees Credit Union, and several positions in retail and medical industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jason T

Series 66

Ellijay, GA

Thrivent Investment Management

Jason Taulbee is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and over 22 years of industry experience. He previously worked at Gwfs Equities, Inc. for 11 years before joining Thrivent in 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial planning topics without portfolio management or discretionary trading authority. The firm integrates planning with managed-account services through its “WealthPlan” option while maintaining separate service structures.

Business ownership considerations
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