CS
Corey R. Selhorst
SELHORST SERVICES
Bowling Green, OH
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CRD#: 7047595
CS
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
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
CRS (Client Relationship Summary) - RIA
Click below to view Corey Robert Selhorst's 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®
NoneExperience
Current
January 11, 2019 - Present
SELHORST SERVICES INC.
RIA
CRD#: 299822
Bowling Green, OH
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
Ohio(1/11/2019)
Current Firm
SS
SELHORST SERVICES INC.
COREY ROBERT SELHORST | SELHORST SERVICES INC. | SELHORST SERVICES
CRD#: 299822 / SEC#:
Ohio
Registered Investment Advisory firm - (1/11/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Perrysburg, OH
Mailing Address
Phone number
(419) 494-2685
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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