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

Trust me, it's real! 🫢 Need help with your finances? Let's chat! 📞 (414) 677-7766 This June, we’re sharing helpful tips for all new graduates (both high school and college!) As you step into adulthood, it’s important to build financial literacy so you can make smart, confident decisions about your money!

You don’t need a crisis to start planning. But most people wait for one anyway. About 7 months ago, my car broke down. This wasn’t a quick fix. I had to go buy a new car. Did I think this would happen at some point? Of course. Did I think it would happen so soon? No. My car broke down on the way to an appointment. It started smoking. I had to call a tow truck and have my assistant pick me up from the dealership. It’s moments like this that should be your reminder to SAVE for the unexpected. No, I wasn’t planning on buying a car anytime soon. However, I had no choice. We can’t see the future. However, you can plan for the unexpected. Think about it… would one unexpected emergency derail your budget? If the answer is yes, it’s time to speak with someone. Don’t let emergency undo everything you’ve worked so hard to build. 📌Have any unexpected expenses come up recently? ---------------- 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! #Finance #FinancialPlanning

The longer you avoid your finances, The harder it feels to start. Most avoid their financials at all costs. Won’t open their bank account. Won’t calculate their overall spending. Why? Maybe you were never taught the financial basics. Maybe finances were a sensitive topic. Maybe you grew up in a household where discussing finances was “rude.” There are SO many reasons as to why. However, it’s so crucial to have these open conversations. With your loved ones, children, etc… These conversations will have to happen at some point. There is no getting around it. Why not have it now? I’ve been in your position. Not wanting to talk about it. Avoiding it at all costs. It’s not as bad as we think. We put it on this high pedestal. In reality, it’s an easier conversation than we thought. Is it hard to get started? Yes. However, the hardest part is STARTING!!! Let’s break the stigma around the word “finance.” ------------------ 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! #FinancialPlanning #Finance #FinancialLiteracy

Last Thursday, we attended Cudahy's Community Game Night & Touch-a-Truck event! Thanks to everyone who stopped by our booth. A HUGE thank you to the Cudahy Health Department for putting on a great event! 😁

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.

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

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