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

In the past 15 years, I’ve obtained 6 financial services certifications. Half of them I wasn’t required to get. However, I did anyways. Why? Because I’m ALWAYS eager to learn. I want my grow my knowledge. I want to better service my clients. Taking these courses has helped me achieve that. I’ve always considered myself a go getter. I’m always striving to be the best version of myself. That’s why I LOVE being a financial representative. Every day is something new. No day is ever the same. You are constantly learning and growing. It’s the best! Was I required to get all 6 certifications? No. I chose to anyway because I genuinely wanted to learn and push myself further. ------------------ Hi, I'm Jon Dannecker! For over 15 years, I've been helping families, businesses, and individuals plan for the financial future. My door is ALWAYS open, message or call me! #BusinessOwner #GrowthMindset #Motivation

Always here to help you protect the ones you love! Want to chat about options? 📞(414) 677-7766

If I had more money, my problems would be solved. I mean... yes. It certainly can solve some of them. However, with a higher income comes other problems. They don’t magically disappear when you hit a certain income level. You’ll always have issues. What you need is a financial plan. A plan helps guide you. Helping you reach your dreams and goals. Without one, you don’t have a map. You can’t see where you are going. A financial plan changes the game. At any income level, it helps. Trust me on this one. You need a financial plan. ------------------ Hi, I'm Jon Dannecker! For over 15 years, I've been helping families, businesses, and individuals plan for the financial future. My door is ALWAYS open, message or call me! #FinancialPlan #PersonalFinance #Finance

Funny how five minutes on social media can make you feel like you’re failing at life, right? 🥴 Anyone else guilty of doom scrolling? Usually, it’s late at night. Comparing yourself to all of your friends. Trying to figure out what you are doing wrong… It’s a toxic cycle. Over the years, I’ve had clients come to me feeling defeated. Feeling like they were behind. All of their friends are taking big vacation, buying new cars, getting married… It’s hard not to compare yourself to them. However, I ALWAYS remind them of this. Social media isn’t real. We only show what we want others to see. Also, no financial plan will be the same. Everyone has different goals and outcomes. Have new dreams and goals? Let’s reassess your plan. Still have the same goals? Let’s keep it pretty much the same with a few little changes. It’s as simple as that. Friendly Reminder: Comparison is the thief of joy! Don’t compare yourself to others. Everyone’s situation is unique. --------------- Hi, I'm Jon Dannecker! For over 15 years, I've been helping families, businesses, and individuals plan for the financial future. My door is ALWAYS open, message or call me! #PersonalFinance #Finance #Mindset

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 and advisory services offered through MWA Financial Services Inc., a Registered Investment Adviser and 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 or offer all products or services. 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