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 am so blessed to be able to make a living by helping others and their communities. Each day, I sit down and help people overcome financial concerns and obstacles. I also get to help my community with our fraternal programs and activities. It’s very rewarding to be able to do what I do.

I serve members in…

primarily southeastern Wisconsin, but I also provide service in the rest of the state and other parts of the country.

I enjoy working with…

employee benefits and serving families, business owners, nurses, and pre- and post-retirees.

I attended…

Martin Luther College in New Ulm, Minnesota (the most German city in America!), and Waukesha County Technical College, where I earned my Certified Financial Planner certification. degree.

I am very proud of…

being able to show members their full financial plan and helping people protect their current needs and save for their goals.

The best part of my career is…

helping families 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, and you will 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…

just be honest and open.

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.

What I like best about my community is…

.

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

Our Wild About Animals campaign is making an impact nationwide. In the first quarter, a total of 437 service activities were completed, with a total of $56,923 fraternal dollars spent to help animals in local communities. Let’s keep the momentum going as we move into our next quarter -- helping local pets!

They say you can't put a price on a good education – but those saddled with student loans may disagree. I can help you more effectively manage and pay off your debt. Let's talk. https://www.modernwoodmen.org/financial-planning/savings/tips-for-tackling-student-loans/

Retired and looking for ways to spend your day? As a Modern Woodmen member, you have access to exciting events and volunteer opportunities through your chapter! Come meet some great people at our next event. Contact me to learn more.

Retirement planning and distribution is confusing – but I can help you make sense of it. Let's talk.

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…

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

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