Jon Dannecker | Modern Woodmen Financial Representative

Jon Dannecker

FICF, LUTCF, FSCP®, ChFC®, CFP®
Photograph of Jon Dannecker

Jon Dannecker

FICF, LUTCF, FSCP®, ChFC®, CFP®

Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.

Contact Jon Dannecker

At work

At work

Why I do what I do

Why I do what I do

I feel truly blessed to make a living by helping others and the communities around me. Every day, I work with people to overcome financial challenges and build a more secure future. I also support my community through our fraternal programs and activities, making my work deeply rewarding!

I serve members in…

southeastern Wisconsin. I also serve members throughout the state and in other parts of the country!

I enjoy working with…

families, business owners, nurses and individuals preparing for or already in retirement. I also love helping with employee benefits.

I attended…

Martin Luther College in New Ulm, Minnesota (the most German city in America). I also earned a Certified Financial Planner certification from Waukesha County Technical College.

I am very proud of…

helping members build strategic financial plans that protect their current needs while setting them up for the future!

The best part of my career is…

helping families on their financial journey and volunteering in the community!

A favorite moment in my career was when…

I obtained my CFP designation.

Also…

I am a huge fan of the Milwaukee Bucks! You’ll find me at most games.

“My personal motto is just be honest and open.”

At home

At home

My life outside of work

My personal motto is…

Be honest and open. Honesty is the best policy!

My hidden talent is…

I am an oil painter, and I've had several pieces of art sold around town.

In the community

In the community

My local community impact

I have lived in my community…

almost all of my life!

I’m a member of…

St. Paul's Lutheran Church in Cudahy, the Optimist Club, NAIFA SE Wisconsin and NAFIC.

It’s very important to me to support my community. My favorite Modern Woodmen programs are:

enjoying social and educational opportunities with my local Modern Woodmen chapter!

My favorite memory from a fraternal event is…

raising $10,000 for Levi, a local child who needed a wheelchair lift!

Current insights

"Why did you become a financial representative?" From time to time, I'll get this question. Before becoming a financial representative, I worked as a teacher and then went into promotions! I always knew that I wanted to make a difference in the lives of others. My previous two jobs allowed me to make this difference.. but I wanted to do more! That's when I found Modern Woodmen. Having the opportunity to sit down with clients and help them with their finances is SO rewarding. The best feeling is seeing the relief that my clients have after meeting with me. All the unknowns. All their worries and anxiety are flushed away! If you are considering becoming a financial representative, I'd be happy to share more advice with you! Need help on your financial journey? I've got your back! Call me at 📞(414)-677-7766! ------------ Hi, I'm Jon Dannecker! For over 14 years, I've been helping families, businesses, and individuals plan for the financial future. My door is ALWAYS open, message or call me! #Leadership #Finance #Entrepreneurship #Familyfinance #CFP

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I'll admit something strange... 🫣 I work on weekends! I find that I'm more productive and clients are more receptive to weekend phone calls (since I have clients who work longer shifts during the week). This might not work for all financial reps. However, we all have different strategies! That's the beauty of this industry! So while everyone else is enjoying their weekend (which they should!), I'm getting LOTS of work done for the following week. What's your take on working on the weekends? -------------- Hi, I'm Jon Dannecker! For over 14 years, I've been helping families, businesses, and individuals plan for the financial future. My door is ALWAYS open, message or call me! #Entrepreneurship #Businessowners #Businessdevelopment #Leadership

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We don't recommend saving for retirement earlier just because... it's because long-term savings strategies WORK! When you save a small portion consistently over time, you don't strain your finances. If you suddenly put in a large sum of money later on, it could disrupt your existing financial plan. Start planning for retirement TODAY! ------------------ Hi, I'm Jon Dannecker! For over 14 years, I've been helping families, businesses, and individuals plan for the financial future. My door is ALWAYS open, message or call me! #Retirement #Finance #Saving #FinancialAdvice #Familyfinance

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"You won't have the answers to every question. And that's OK!" If I could give one piece of advice to new financial reps, I'd tell them this. As a new financial representative, you're learning LOTS of new ideas and strategies. You are constantly studying and preparing for your certifications. However, sometimes your clients will throw a curve ball question. There are two ways to go about this... 📌 You can fake your way through the answer and dodge the question. 📌You can be HONEST. Let your client know that you'll get back to them. (Correct Answer!!) It's OKAY to not know all the answers! No one expects us to be perfect. Just like we want our clients to be open and honest with us... you need to be open and honest! 📌 What advice would you give new financial reps? Looking for a financial representative or exploring options? I'd be happy to help. With a FREE financial review/analysis, there is NO pressure! ------------------ Hi, I'm Jon Dannecker! For over 14 years, I've been helping families, businesses, and individuals plan for the financial future. My door is ALWAYS open, message or call me! 📞(414)-677-7766 #Finance #Leadership #Entrepreneurship #CFP #FinancialRep

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Contact me

Let’s connect

We can help you review your needs and plan for your financial future throughout life. (Learn more about Modern Woodmen's Planning for Life system and products.) Because Modern Woodmen is a fraternal financial services organization, we can also explore the benefits of being a member.
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How we use your information
Notice of collection for California residents
Modern Woodmen is licensed to sell life insurance and annuity products in most states. This information should not be considered a solicitation in those states where Modern Woodmen is not licensed.

Securities offered through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL 61201, 309-558-3100. Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell all products. Check the background on either the firm or the representative on FINRA’s BrokerCheck.

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