Gordon Stofer has been Non Managing Member of Cherry Tree Wealth Management since July 2009, is a control person of the firm and directly owns between 5% and 10% of it.
Cherry Tree Wealth Management, LLC is a Minnetonka, MN firm with $673M under management, 334 clients and 9 advisers across 2 offices, as of its March 2026 filing.
No adviser firm registrations are on Gordon Stofer’s record.
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| Series 79TO | Investment Banking Registered Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 19 August 1997 |
| Series 7 | General Securities Representative Examination | 21 May 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 March 1995 |
| Series 62 | Corporate Securities Limited Representative Examination | 14 March 1995 |
- Name
- Operations Professional Examination
- Name
- Investment Banking Registered Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Corporate Securities Limited Representative Examination
- Full name
- Gordon Fairchild Stofer
- CRD
- 1514353
- Firm
- Cherry Tree Wealth Management · CRD 151406
- Role
- Non Managing Member
- Registration
- Broker registration; no current adviser registration
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Gordon Stofer work?
Gordon Stofer has been Non Managing Member of Cherry Tree Wealth Management, LLC since July 2009, and is a control person of the firm.
Does Gordon Stofer have a current investment-adviser registration?
Gordon Stofer has a current broker registration and no current investment-adviser registration.
What exams has Gordon Stofer passed?
Gordon Stofer has passed 6 licensing exams: the Series 62, Series 63, Series 7, Series 24, Series 99TO and Series 79TO. The earliest, the Series 62, was passed in March 1995. FINRA credited Gordon Stofer with the SIE, which began in October 2018.
Is Gordon Stofer registered with FINRA?
Yes. Gordon Stofer has a current broker registration, under CRD 1514353.
Source: FINRA BrokerCheck
How can I verify Gordon Stofer’s record?
Search CRD 1514353 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Gordon Stofer’s full registration record.
