Ian Meierdiercks has been CEO/Managing Member of IM Wealth Partners Investment Advisors since January 2026, is a control person of the firm and directly owns 75% or more of it. Ian Meierdiercks studied at Drexel University.
IM Wealth Partners Investment Advisors LLC is a Blue Bell, PA firm with $124M under management, 17 clients and 8 advisers in one office, as of its September 2026 filing.
Ian Meierdiercks is Founder and Chief Planner of IM Wealth Partners, based in Blue Bell, PA. He founded the firm in 2003 after working for years as a financial advisor at AXA Advisors. He meets daily with potential, new and existing clients of the firm to guide the financial planning process for each.
Ian Meierdiercks’ longest registration was 11 years at Sterne Agee Asset Management, Inc. (2005–2016). Before joining IM Wealth Partners Investment Advisors in 2026, Ian Meierdiercks was registered through Sterne Agee Asset Management, Inc. and Axa Advisors, LLC.
- IM Wealth PartnersCurrent– present · under a yearBlue Bell, PA · Adviser representative · Firm CRD 307379
- Stonex Advisors Inc.Also current– present · 10 yearsBlue Bell, PA · Adviser representative · Firm CRD 174182
- Sterne Agee Asset Management, Inc.– · 11 yearsBlue Bell, PA · Adviser representative · Firm CRD 130888
- Axa Advisors, LLC– · 2 yearsVoorhees, NJ · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Ian Meierdiercks is registered as an investment adviser representative in Pennsylvania, since June 2016.
- PennsylvaniaSince 30 June 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 20 March 2000 |
| Series 65 | Uniform Investment Adviser Law Examination | 30 November 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 15 April 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 April 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Ian Blane Meierdiercks
- CRD
- 3205009
- Firm
- IM Wealth Partners Investment Advisors · CRD 307379
- Role
- CEO/Managing Member
- Office
- 3 VALLEY SQUARE, SUITE 110, Blue Bell, PA 19422
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 1999
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- imwealthpartners.com
Where does Ian Meierdiercks work?
Ian Meierdiercks has been CEO/Managing Member of IM Wealth Partners Investment Advisors LLC since January 2026, and is a control person of the firm.
Is Ian Meierdiercks a financial advisor?
Yes. Ian Meierdiercks has a current investment-adviser registration in Pennsylvania, through IM Wealth Partners Investment Advisors since May 2026.
How many years of experience does Ian Meierdiercks have?
Ian Meierdiercks has 27 years in the financial industry, since April 1999, across 4 adviser firms.
What exams has Ian Meierdiercks passed?
Ian Meierdiercks has passed 4 licensing exams: the Series 63, Series 6, Series 65 and Series 7. The earliest, the Series 63, was passed in April 1999. FINRA credited Ian Meierdiercks with the SIE, which began in October 2018.
Where did Ian Meierdiercks work before IM Wealth Partners Investment Advisors?
Before IM Wealth Partners Investment Advisors, Ian Meierdiercks was registered through Sterne Agee Asset Management, Inc., May 2005 to June 2016; Axa Advisors, LLC, June 2001 to October 2003.
Where is Ian Meierdiercks based?
Ian Meierdiercks’ registered office is in Blue Bell, PA.
Is Ian Meierdiercks registered with FINRA?
Yes. Ian Meierdiercks has a current broker registration, under CRD 3205009.
Source: FINRA BrokerCheck
How can I verify Ian Meierdiercks’ record?
Search CRD 3205009 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Ian Meierdiercks’ full registration record.
- Andy ArmstrongChief Compliance Officer