Jon Dannecker | Modern Woodmen Financial Representative

Jon Dannecker

FICF, LUTCF, FSCP®, ChFC®, CFP®

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

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

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.

Community impact

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

Current insights

The best time to start saving for your child's future is NOW! 🍎🎒 With many different options, you can ensure your child's future is secure. Interested in starting a 529 plan for your child? I'd love to share more! Call me at 📞(414)-677-7766! For additional information regarding 529 Plans, please visit us at https://lnkd.in/gTSSFK_y 🍎Thanks for following along with us! Remember teaching kids smart money habits starts with us! 🍎

I just took an eight-hour road trip without a GPS... You’ll never believe why: Ok, ok.. I didn’t take a road trip without a GPS. (Sorry! 🤣) I’d assume you clicked to read more because that’s a crazy thing to do. (Which it is! If you can do that, please message me LOL ) However, people are doing this EVERYDAY. Not on a road trip... on their financial journey. With no financial plan, you’re on a journey with no directions! To achieve our financial goals, we need to have a financial plan and an idea of our current situation. You won’t get far if you don’t know where you are starting. Can it be difficult to face our finances head on? Of course! Is it worth it? 100% Start financial planning and get directions to your financial destination! Need help? Let’s chat! -------- 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! #Finance #FinancialPlanning #FinancialFreedom #FinancialPlan #Entrepreneur #Sales

Recently, I’ve been trying to appreciate the smaller things in life. As I sat waiting for a tow truck, I found a praying mantis! Sometimes life gets crazy but taking time to reflect can be a life saver. Find the good even the worse of situations. Even though my car broke down on the way to an appointment, I’m grateful for: 📌 Understanding clients 📌 Tow trucks 📌My safety It’s all about our perspective. Now as I go off to the repair shop, wish me luck with me car! 😬 -------------- 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 #GrowthMindset #Leadership #Business #LinkedIn

Want to know the coolest thing about budgets?? 👀 (Yes, I’m aware that sentence sounds very lame...🤣) No budget will be exactly the same! Your budget will always differ from that of your friends and family. Why is that??🤔 Because people value things differently! What matters most to you might mean nothing to another. Your next door neighbor might LOVE to travel. And that can differ from your coworker who loves to go to concerts! Budgets are unique because of YOU! You budget based on what you value most, not based on what others around you value. This makes budgeting unique and complex. Remember, everyone budgets differently, and no plan will be the same. Focus on YOU! ----------- 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! #Finance #Budgeting #FinancialAdvice #Entrepreneurship #FinanicalFreedom

Contact

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.

Your financial goal(s)
I’m interested in learning more about:
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.

Let’s plan together for…

Please select…

Select a financial goal from the drop-down menu to find helpful tips and articles.

Cookie Settings