Wealth Management Advisor | Co-Founder
Current
Dec 2020 - Present
AeroLeads people directory · profile
Harry Mentonis Clu®, Chfc®, Casl®, Wmcp® Email & Phone Number
Wealth Management Advisor and Co-Founder of Serviam Financial | Northwestern Mutual
at
Serviam Financial
1 work email found
@nmfn.com
5 phones found area 609, 215, and 302
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 86%
Current company
Role
Wealth Management Advisor and Co-Founder of Serviam Financial | Northwestern Mutual
Location
Philadelphia, Pennsylvania, United States
Who is Harry Mentonis Clu®, Chfc®, Casl®, Wmcp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Harry Mentonis Clu®, Chfc®, Casl®, Wmcp® is listed as Wealth Management Advisor and Co-Founder of Serviam Financial | Northwestern Mutual at Serviam Financial, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a work email signal at nmfn.com, phone signal with area code 609, 215, 302, and a matched LinkedIn profile for Harry Mentonis Clu®, Chfc®, Casl®, Wmcp®.
Harry Mentonis Clu®, Chfc®, Casl®, Wmcp® previously worked as Wealth Management Advisor | Co-Founder at Serviam Financial and Wealth Management Advisor at Northwestern Mutual. Harry Mentonis Clu®, Chfc®, Casl®, Wmcp® holds Wealth Management Certified Professional from The American College Of Financial Services.
Company email context
Email format at Serviam Financial
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*@nmfn.com
68% confidence
AeroLeads found 1 current-domain work email signal for Harry Mentonis Clu®, Chfc®, Casl®, Wmcp®. Compare company email patterns before reaching out.
Profile bio
About Harry Mentonis Clu®, Chfc®, Casl®, Wmcp®
I am a Wealth Management Advisor with Northwestern Mutual and Co-Founded Serviam Financial. Our goal is to deliver the feel of a boutique wealth management firm with the compliance and backstop of a Fortune 100 Company.Our Mission:To enrich the lives of the families and businesses we serve by helping to ensure that they are financially secure, achieving their objectives, and are able to give back to the communities they live in. Core Values: We deliver on our mission statement by integrating three core values. They are objectivity, transparency, and integrity. Areas of Specialization: Financial Planning, Wealth Management, Life Insurance, Disability Insurance, Nonqualified Deferred Compensation Plans, Business Succession Planning, Keyperson Arrangements, Defined Contribution Plans, Tax Strategies
Current workplace
Harry Mentonis Clu®, Chfc®, Casl®, Wmcp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
2 roles · 20 years
Harry Mentonis Clu®, Chfc®, Casl®, Wmcp® work experience
A career timeline built from the work history available for this profile.
Wealth Management Advisor
Current
2007 - Present
~19 yrs 6 mos
5 education records
Harry Mentonis Clu®, Chfc®, Casl®, Wmcp® education
Wealth Management Certified Professional
Chartered Advisor For Senior Living
Chartered Financial Consultant (Chfc)
Chartered Life Underwriter (Clu)
Bachelor Of Science, Management
FAQ
Frequently asked questions about Harry Mentonis Clu®, Chfc®, Casl®, Wmcp®
Quick answers generated from the profile data available on this page.
What company does Harry Mentonis Clu®, Chfc®, Casl®, Wmcp® work for?
Harry Mentonis Clu®, Chfc®, Casl®, Wmcp® works for Serviam Financial.
What is Harry Mentonis Clu®, Chfc®, Casl®, Wmcp®'s role at Serviam Financial?
Harry Mentonis Clu®, Chfc®, Casl®, Wmcp® is listed as Wealth Management Advisor and Co-Founder of Serviam Financial | Northwestern Mutual at Serviam Financial.
What is Harry Mentonis Clu®, Chfc®, Casl®, Wmcp®'s email address?
AeroLeads has found 1 work email signal at @nmfn.com for Harry Mentonis Clu®, Chfc®, Casl®, Wmcp® at Serviam Financial.
What is Harry Mentonis Clu®, Chfc®, Casl®, Wmcp®'s phone number?
AeroLeads has found 5 phone signal(s) with area code 609, 215, 302 for Harry Mentonis Clu®, Chfc®, Casl®, Wmcp® at Serviam Financial.
Where is Harry Mentonis Clu®, Chfc®, Casl®, Wmcp® based?
Harry Mentonis Clu®, Chfc®, Casl®, Wmcp® is based in Philadelphia, Pennsylvania, United States while working with Serviam Financial.
What companies has Harry Mentonis Clu®, Chfc®, Casl®, Wmcp® worked for?
Harry Mentonis Clu®, Chfc®, Casl®, Wmcp® has worked for Serviam Financial and Northwestern Mutual.
How can I contact Harry Mentonis Clu®, Chfc®, Casl®, Wmcp®?
You can use AeroLeads to view verified contact signals for Harry Mentonis Clu®, Chfc®, Casl®, Wmcp® at Serviam Financial, including work email, phone, and LinkedIn data when available.
What schools did Harry Mentonis Clu®, Chfc®, Casl®, Wmcp® attend?
Harry Mentonis Clu®, Chfc®, Casl®, Wmcp® holds Wealth Management Certified Professional from The American College Of Financial Services.
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