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Corey Robert Selhorst

Selhorst Services Inc.

Bowling Green, OH

CRD 7047595

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Employer firm

Selhorst Services Inc. CRD 299822

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Selhorst Services Inc.

Perrysburg, OH • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2019-01-11
  • OH RA
    APPROVED
    Since 2019-01-11

Branch Locations

Bowling Green, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gilmore Jasion Mahler, Ltd Maumee OH 05/2016 06/2019
Selhorst Services Perrysburg OH 01/2016 Present
Intuit Perrysburg OH 11/2018 Present
Bowling Green State University Bowling Green OH 07/2019 Present
  • 05/2016 → 06/2019
    Gilmore Jasion Mahler, Ltd
    Maumee, OH
  • 01/2016 → Present
    Selhorst Services
    Perrysburg, OH
  • 11/2018 → Present
    Intuit
    Perrysburg, OH
  • 07/2019 → Present
    Bowling Green State University
    Bowling Green, OH
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-15
  • S65 Uniform Investment Adviser Law Examination
    2018-12-15

View on SEC IAPD

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