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

An Overlooked Factor You Need to Address to Achieve Your Financial Goals... Setting and forgetting your financial strategies! It's important to review your financial plan AT LEAST once a year. Consider the following questions: 📌 Has your income increased in the past year? 📌Can you increase payments to retirement or savings accounts? 📌Are any new family members who need coverage? 📌Assess your investment portfolio: any changes you want to make? When we set and forget our financial goals, it can be more difficult to achieve them! Not sure where to start with your assessment? 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 #Retirement #FinanicalAdvice #Entrepreneurship

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Our financial future is shaped by the habits we build TODAY! What strategies are you using to improve your finances? I want to hear from you! Happy Fourth of July weekend! I hope you all had a wonderful day. ------------ 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 #Saving #FinancialAdvice #Entrepreneurship #Familyfinance

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Happy Fourth of July! Thank you to all the brave men and women who fought for our country.❤️💙🤍 My office will be closed today to celebrate with family! What are your Fourth of July plans??

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The Most Overlooked Factor When Running A Business (That Can Determine The Longevity Of Your Business)..... No Business Plan! 📌 What would happen if you were to pass away? 📌 Who would your business go to? 📌 Would you want them to sell it? As a business owner, you should have an answer to each of these questions. Our business can take up most of our time. However, don't forget to protect it as well! Start business planning TODAY! Not sure where to start? I'd be happy to help! ------------------- 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 #FinancialAdvice #Entrepreneurship #Business #SmallBusiness

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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.
Your financial goal(s)
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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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