Meridith L. Hutchens

FORTIS PORTFOLIO SOLUTIONS

CHICAGO, IL 60601

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CRD#: 2370626

Professional summary

Meridith Louise Hutchens, who also goes by Meridith Louise Hitchcock, Meridith Louise Hutchens Mrs, Meridith Louise Jackson, Louise Hitchcock Meridith, Louise Ransom Meridith, Meridith Ransone, is a registered financial advisor currently at FORTIS PORTFOLIO SOLUTIONS, LLC located in Chicago, Illinois.

Meridith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Meridith has worked at 16 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

*Fortis Consulting, LLC; Managing Partner; Consulting best practices for RIA Firms by providing best practice solutions for RIA firms; approx. 20 hours per month; approx. 0 hours per month during trading hours; similar clientele *Crossroads Advisory Group; President; Fee-Based IAR; approx. 80 hours per month; approx. 0 hours during trading hours; similar clientele

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Meridith Louise Hutchens's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 13, 2021 - Present

FORTIS PORTFOLIO SOLUTIONS, LLC

Office #1: 200 E. Randolph St Suite 5100, Chicago, IL 60601

RIA

CRD#: 314886

CHICAGO, IL

Past

January 18, 2018 - August 16, 2021

CORECAP INVESTMENTS, LLC

CRD#: 37068

SOUTHFIELD, MI

Past

May 10, 2017 - December 26, 2024

CORECAP ADVISORS

RIA

CRD#: 158819

Schaumburg, IL

Past

November 15, 2013 - June 29, 2017

POLARIS WEALTH ADVISORY GROUP

RIA

CRD#: 158718

Houston, TX

Past

March 16, 2010 - September 30, 2011

FINANCIAL ADVISERS OF AMERICA, LLC

CRD#: 142170

CRYSTAL LAKE, IL

Past

March 9, 2010 - September 30, 2011

FINANCIAL ADVISERS OF AMERICA, LLC

RIA

CRD#: 142170

CRYSTAL LAKE, IL

Past

September 15, 2008 - November 11, 2013

CROSSROADS ADVISORY GROUP

RIA

CRD#: 148021

CRYSTAL LAKE, IL

Past

June 20, 2008 - August 27, 2008

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

VILLAGE OF LAKEWOOD, IL

Past

June 20, 2008 - August 25, 2008

SECURITIES AMERICA, INC.

CRD#: 10205

VILLAGE OF LAKEWOOD, IL

Past

July 21, 2005 - June 11, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CRYSTAL LAKE, IL

Past

July 21, 2005 - June 11, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CRYSTAL LAKE, IL

Past

December 3, 2004 - July 7, 2005

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

PEORIA, IL

Past

July 27, 2004 - July 7, 2005

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

HOUSTON, TX

Past

October 6, 2003 - June 2, 2004

GLOBAL ATLANTIC DISTRIBUTORS, LLC

CRD#: 8326

HARTFORD, CT

Past

June 3, 1998 - January 5, 2001

THE HUNTINGTON INVESTMENT COMPANY

CRD#: 16986

COLUMBUS, OH

Past

September 8, 1997 - January 26, 1998

WINGSPAN INVESTMENT SERVICES

CRD#: 17516

CHICAGO, IL

Past

February 1, 1997 - June 13, 1997

INVEST FINANCIAL CORPORATION

CRD#: 12984

APPLETON, WI

Past

September 25, 1995 - February 1, 1997

AMERISTAR CAPITAL MARKETS, INC.

CRD#: 17068

Past

August 23, 1993 - August 25, 1995

RAUSCHER PIERCE REFSNES, INC.

CRD#: 6663

DALLAS, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FORTIS PORTFOLIO SOLUTIONS, LLC

FORTIS PORTFOLIO SOLUTIONS, LLC | FORTIS PRIVATE WEALTH

CRD#: 314886 / SEC#: 801-121713

RIA

Registered Investment Advisory firm - (8/9/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(9/13/2021)

IAR

Illinois
(9/15/2021)

IAR

New Hampshire
(12/12/2022)

IAR

Texas
(9/14/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/2/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/17/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/11/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/3/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FORTIS PORTFOLIO SOLUTIONS, LLC

FORTIS PORTFOLIO SOLUTIONS, LLC | FORTIS PRIVATE WEALTH

CRD#: 314886 / SEC#: 801-121713

RIA

Registered Investment Advisory firm - (8/9/2021 Approved)

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Contact information

Main Address

200 E. Randolph St Suite 5100, Chicago, IL 60601

Mailing Address

Phone number

(713) 854-6442

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE - 2025 (4/30/2025)

Regulatory assets under management

Total Number of Accounts	245
AUM (Assets Under Management)	$ 128,557,207

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Meridith L. Hutchens

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Meridith Louise Hutchens's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORECAP INVESTMENTS, LLC

CORECAP ADVISORS

POLARIS WEALTH ADVISORY GROUP

FINANCIAL ADVISERS OF AMERICA, LLC

FINANCIAL ADVISERS OF AMERICA, LLC

CROSSROADS ADVISORY GROUP

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

GLOBAL ATLANTIC DISTRIBUTORS, LLC

THE HUNTINGTON INVESTMENT COMPANY

WINGSPAN INVESTMENT SERVICES

INVEST FINANCIAL CORPORATION

AMERISTAR CAPITAL MARKETS, INC.

RAUSCHER PIERCE REFSNES, INC.

Primary Firm SEC Registration

FORTIS PORTFOLIO SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/2/2004

Series 63

Date: 11/17/2003

SIE

Date: 10/1/2018

Series 7

Date: 5/11/2005

Series 6

Date: 10/3/2003

Current Firm

FORTIS PORTFOLIO SOLUTIONS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FORTIS PORTFOLIO SOLUTIONS, LLC

TRUST BUT VERIFY

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