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Corey Robert Selhorst

SELHORST SERVICES
Bowling Green, OH
·CRD# 7047595·8 years experience

Professional Summary

Corey Robert Selhorst is a registered financial advisor currently at SELHORST SERVICES INC. located in Bowling Green, Ohio. Corey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Corey has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

8 years in the financial services industry

Current & Past Employments

Current

SELHORST SERVICES INC.Current·CRD# 299822
RIA
Bowling Green, OH
January 11, 2019 - Present

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Current Firm

SS
SELHORST SERVICES INC.

COREY ROBERT SELHORST | SELHORST SERVICES INC. | SELHORST SERVICES

CRD#: 299822
Ohio
Registered Investment Advisory firm - Ohio (1/11/2019 Approved)

Contact Information

Main Address

Perrysburg, OH

Phone Number

(419) 494-2685

# of Employees

1

Documents

Latest Form ADV

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Business 1: Intuit TurboTax Not Investment Related 2700 Coast Ave; Mountain View, CA 94043 Virtual Flexible Schedule Work as a Tax Advisor Virtual Credentialed Tax Professional Independent Contractor Start Date of November 2018 (Seasonal December - April) Approximately 80 hours per month devoted Approximately 0 hours per month devoted during securities trading hours Independent Contract work advising TurboTax subscribers on their tax returns Business 2: Bowling Green State University Not Investment Related 1851 Research Dr; Bowling Green, OH 43403 Public University Senior Financial Accountant Employee Start Date of July 2019 Approximately 160 hours per month devoted to business Approximately 160 hours per month devoted to business during securities trading hours Duties are as follows- Performs analytical review, reconciliation and compliance monitoring of financial information Provides guidance and instruction to financial accountants Assists in preparation of monthly financial reports and annual financial statements Performs key reconciliation processes required by both external auditors and bond covenants Responsible for maintaining and reconciling over $1B in capital assets, $53M in Construction In Progress and $320M in Long Term Debt and Other Obligations Maintain oversight and reporting on bond proceed use and drawdowns, working in conjunction with and ultimately providing guidance to Design and Construction on Capital Project accounting and recommendations to the University senior finance staff on bond proceeds Responsible for maintaining fixed asset, bond proceed and capital projects accounting records Perform analytical procedures including investigation of unusual transactions or unexpected variances on monthly financial reports Assure proper accounting procedures are maintained throughout the University Assist with monthly closing and related reporting as well as year-end financial statement processing including the annual audit Assume the functional lead position for the Asset Management module and other PeopleSoft modules as directed Maintain debt schedules and recording of debt in the accounting records Provide support to treasury, foundation, tax and payroll accounting staff among others

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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.
IAR
Ohio
(1/11/2019)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 2018About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Corey Robert Selhorst's CRS (Customer Relationship Summary).

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