Scott Edward Stooksbury

Employer firm

Creativeone Wealth, LLC CRD 281213

$6.25B regulatory AUM 62 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 06/2007 → Present
  Synergy Wealth Management, Inc.
  Kennesaw, GA
• 12/2013 → 04/2018
  Horter Investment Management, Llc
  Cincinnati, OH
• 04/2018 → 07/2025
  Virtue Capital Management, Llc
  Brentwood, TN
• 07/2025 → Present
  Creativeone Wealth, Llc
  Overland Park, KS

Previous Registrations

• 2024-03-25 → 2025-07-23
  Cfg Retirement
  Edina, MN
  Ellijay, GA
• 2018-05-02 → 2024-03-19
  Virtue Capital Management, Llc
  Kennesaw, GA
  Brentwood, TN
  Ellijay, GA
• 2014-01-02 → 2018-04-27
  Horter Investment Management, Llc
  Kennesaw, GA
  Cincinnati, OH
• 2007-06-28 → 2013-12-16
  Synergy Wealth Partners, Llc.
  Kennesaw, GA

Other Businesses

1.) Synergy Wealth Management Inc; investment related; 142 River Terrace, Ellijay, GA 30540; Fixed Insurance sales, life & Annuities; President; 06/2007; 80 hrs/mo; 80 hrs/mo

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-22
• S63 Uniform Securities Agent State Law Examination
  1996-12-30