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Corey Selhorst

7 Years of Experience
Bowling Green, OH

Corey Selhorst is a registered investment advisor at Selhorst Services INC., based in Bowling Green, OH, with 7 years of industry experience. Corey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Selhorst Services offers an investment check-up for a one-time fee of $200. This involves reviewing your current investments and explaining the risks and expected returns. Selhorst Services does not manage client assets.

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Location

Bowling Green, OH

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Corey works as a virtual tax advisor for Intuit TurboTax during tax season, dedicating about half of their time. Corey also works full-time as a Senior Financial Accountant at Bowling Green State University.

Employment History
Current Registrations
Selhorst Services INC.
January 2019 - Present · 7 yrs 4 mos
State Registrations1 state
OH
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.