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Gordon Fairchild Stofer

CHERRY TREE WEALTH MANAGEMENT, LLC·MINNETONKA, Minnesota
SIE, Series 7, Series 24, Series 62, Series 63, Series 79TO, Series 99TOClean recordCHERRY TREE WEALTH MANAGEMENT, LLC
301 CARLSON PARKWAY, MINNETONKA, MN 55305CRD# 1514353Firm CRD# 151406

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gordon Fairchild Stofer · MINNETONKA, MN
Registration
CRD #1514353 · CHERRY TREE WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 62
Series 63
Series 79TO
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CHERRY TREE WEALTH MANAGEMENT, LLC
CRD 151406 · SEC 801-70554
AUM
$554M
Regulatory assets under management
Employees
11
1,029 client accounts
Services offered by CHERRY TREE WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CHERRY TREE WEALTH MANAGEMENT, LLC →
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Frequently Asked Questions

What services does Gordon Fairchild Stofer offer?
Gordon Fairchild Stofer specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MINNETONKA, Minnesota for a consultation.
What are Gordon Fairchild Stofer's credentials?
Gordon Fairchild Stofer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gordon Fairchild Stofer located?
Gordon Fairchild Stofer is based in MINNETONKA, Minnesota, working with CHERRY TREE WEALTH MANAGEMENT, LLC. Their office serves clients in the MINNETONKA metropolitan area and surrounding communities.
How does Gordon Fairchild Stofer charge for services?
Gordon Fairchild Stofer's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHERRY TREE WEALTH MANAGEMENT, LLC?
CHERRY TREE WEALTH MANAGEMENT, LLC has approximately 11 employees and manages $554M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CHERRY TREE WEALTH MANAGEMENT, LLC

Anton Joseph Christianson
MINNETONKA, MN
Jane Marie Bortnem
MINNETONKA, MN
John Charles O'connor
MINNETONKA, MN
Keith Norman Tufte
MINNETONKA, MN
Conner Gregory Kolodge
MINNETONKA, MN
Kevin James O'connor
MINNETONKA, MN

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