Stephen Ference has been an investment adviser representative at IM Wealth Partners Investment Advisors since June 2026, and is not listed among the firm’s executive officers or direct owners. Stephen Ference holds a BA in Economics from Lafayette College.
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.
Steve Ference is Advisor of IM Wealth Partners, based in Blue Bell, PA. He previously worked at MetLife, then at an advisory firm in the Philadelphia area, before joining the IM Wealth Partners team. He works with clients to help them achieve their financial goals.
Stephen Ference’s longest registration is the current one, 8 years at Stonex Advisors Inc. since 2018. Before joining IM Wealth Partners Investment Advisors in 2026, Stephen Ference was registered through Financial Network Investment Corporation and Metlife Securities Inc.
- IM Wealth PartnersCurrent– present · under a yearBlue Bell, PA · Adviser representative · Firm CRD 307379
- Stonex Advisors Inc.Also current– present · 8 yearsBlue Bell, PA · Adviser representative · Firm CRD 174182
- Financial Network Investment Corporation– · under a yearConshohocken, PA · Adviser representative · Firm CRD 13572
- Metlife Securities Inc.– · under a yearPlymouth Meeting, PA · Adviser representative · Firm CRD 14251
Investment adviser representative registrations
Stephen Ference is registered as an investment adviser representative in Pennsylvania, since April 2018.
- PennsylvaniaSince 9 April 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 6 April 2018 |
| Series 66 | Uniform Combined State Law Examination | 18 October 2017 |
| Series 65 | Uniform Investment Adviser Law Examination | 24 June 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 February 2010 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 7 October 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Stephen Michael Ference
- CRD
- 5707868
- Firm
- IM Wealth Partners Investment Advisors · CRD 307379
- Office
- 3 VALLEY SQUARE, SUITE 110, Blue Bell, PA 19422
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 2016
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- imwealthpartners.com
Where does Stephen Ference work?
Stephen Ference is an investment adviser representative registered through IM Wealth Partners Investment Advisors LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Stephen Ference a financial advisor?
Yes. Stephen Ference has a current investment-adviser registration in Pennsylvania, through IM Wealth Partners Investment Advisors since June 2026.
How many years of experience does Stephen Ference have?
Stephen Ference has 10 years in the financial industry, since March 2016, across 4 adviser firms.
What exams has Stephen Ference passed?
Stephen Ference has passed 5 licensing exams: the Series 6, Series 63, Series 65, Series 66 and Series 7. The earliest, the Series 6, was passed in October 2009. FINRA credited Stephen Ference with the SIE, which began in October 2018.
Where did Stephen Ference work before IM Wealth Partners Investment Advisors?
Before IM Wealth Partners Investment Advisors, Stephen Ference was registered through Financial Network Investment Corporation, April 2011 to November 2011; Metlife Securities Inc., July 2010 to March 2011.
Where is Stephen Ference based?
Stephen Ference’s registered office is in Blue Bell, PA.
Is Stephen Ference registered with FINRA?
Yes. Stephen Ference has a current broker registration, under CRD 5707868.
Source: FINRA BrokerCheck
How can I verify Stephen Ference’s record?
Search CRD 5707868 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Stephen Ference’s full registration record.
- Andy ArmstrongChief Compliance Officer
Ian MeierdiercksCEO/Managing Member