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

If I had more money, all my problems would be solved. I’ve heard phrase time and time again. Truthfully, I get it. Money does solve some of our problems. It provides freedom to choose what you want to do. It reduces stress and anxiety. It gives us the security we all want. However, more money won’t replace a financial plan. (I know, I know…crazy right??) Over the years, I’ve seen clients struggle with their finances. Living paycheck to paycheck. Guess what? They had a great paying job. Their problem wasn’t money. It was a plan. They couldn’t tell me where most of their money went. Without a financial plan, you can feel confused and lost. Like a tourist in a foreign country with no map… it will be hard to navigate. However, a financial plan gives you that clarity. Money isn’t the solution. Direction is. ------------------ 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 #FinancialPlan #Growth

Business owners don’t need breaks. I think we’ve all heard that phrase at some point, right? (Or maybe it’s just me!) Here’s the truth that most people forget: Burnout is REAL. It won’t help you gain business. Breaks do. They allow us to recharge. Get our head in the right place. It’s SO important to prioritize your mental health. Our business is important. But so is your mental health. Many years ago, I joined the Bucks Fan Section. Why do I keep coming back year after year? Because it gets me out of the office. Clears my mind. I get to cheer on the Bucks all the time… how awesome is that?? Friendly Reminder: We ALL deserve breaks. What’s one of your favorite hobbies? ------------------- 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! #WorkLifeBalance #GrowthMindset #Growth

If you broke your leg, would you go to the hospital? Or would you go online and find ways to heal it yourself? I’m hoping you picked the first option… You want someone who’s trained to look and assess your leg. The same goes for our finances. Everyone’s financial situation is different Why settle for generic advice? It’s not tailored towards you and families’ goals. A financial representative can help you create one. (That’s me!!) Together, we can assess your goals and need to make a tailored financial plan for you. You deserve a plan that works just as hard as you! 📌What motivates you to work with a financial professional? ----------------- 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 #PersonalFinance #Growth #FinancialPlan

Over 15 years ago, I made one of the best decisions of my career. Following my dreams and becoming a financial representative. Before coming to the finance industry, I was a teacher and then I worked in promotions. From a young age, I knew I wanted to make a difference and help others. Teaching felt like the right choice. Helping others grow and learn. However, I struggled to find employment… that lead me down another path. Promotions. Still helping others but in the remodeling business! I loved what I did. However, this still didn’t feel right. I wanted to do more to help others. That's when I found Modern Woodmen. From the day I started, I LOVED it. Being able to help educate and assist others on their financial journey. The best feeling was seeing the relief that my clients have after meeting with me. All the unknowns. All their worries. All the anxiety. Gone. Forever grateful for the opportunity to help others on their financial journey! It’s been a wild ride so far. But I’m only getting started! Here’s to 15 more! 📌 What are you grateful for today? ---------------- 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! #FinancialRep #Finance #Career #Growth

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.

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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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