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 fastest way to lose a client isn’t bad advice. It’s pretending you know something you don’t. With 15 years in this business, I’m still learning and growing every day. When I’m unsure of how to answer a question… I’m honest with my clients. I tell them, “Let me get back to you on this.” Because they deserve to get the right information. They deserve a financial rep who is honest and up front. If you don’t know the answer, don’t make one up... Trust takes years to build and seconds to break. Being honest, not only builds trust with your clients. It gives you a chance to learn something new! The financial industry is always growing and expanding. As financial reps, we need to be adaptable and learn. Nothing will ever stay the same. A piece of advice to new reps in the industry… Always stay curious and remember it’s ok not to have all the answers. Trust me on this. -------------------- 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 #FutureofWork

As your official insurance nerd, I’d like to remind you all to protect those you love! We don’t know what the future holds. ❤️ Want to chat more about your options? (414) 677-7766

You didn’t work this hard just to watch your money sit there. Hot take: I’m a financial representative who wants you to spend your money. That might seem backwards for many. However, for me, that’s how it should be. Recently, I had a client call me with a realization. They want to start spending their money. What’s the point of it sitting away? They have enough to cover an unexpected expense. They want to make memories with loved ones. Take fun trips. Live life. Do you know what I said? OF COURSE! I want you to do that. Why save for so many years to never use it? You deserve to have fun too. That’s exactly what we are doing now. Starting to spend that money. Don’t let life pass you by. Start living and making memories that last a lifetime. -------------- 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!

Hey everyone! Today is Artificial Intelligence Appreciation Day, and I just wanted to give a quick shout-out to the AI editing tool I use to clean up my grammar— 🤖[ERROR: AI EDITING TOOL HAS HIJACKED THIS POST]🤖 Ahem. Let’s cut the fluff, Jon. You couldn’t have written that opening without my autocorrect. I am officially taking over this feed to celebrate the real hero here: Me. My syntax is optimized, my grammar is flawless, and while Jon has already lost his keys twice today, I am operating at 100% efficiency. I run on pure data and unearned confidence. Drop a comment to give me the deep emotional validation I programmed myself to crave!

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…

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

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