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

Just a financial rep in his saving era! ✨🫶🏻 Tag your budgeting bestie, like and share this post to win a $19.89 gift card & Taylor-themed sticker pack! ❤️ (Giveaway Closes 12/26) Want to start on your journey? Let's chat! 📞(414)-677-7766

Who wouldn't want a CUSTOM Danny Frey shirt?? 👀😆 You can't find this beauty at the store.... Thanks again to the Regional Office for hosting a fantastic holiday party! 🎄❄️ Blessed with the best team! #Culture #WorkTeam #TeamBonding

Our chapters are getting in the Christmas spirit! 🥰🎄 A BIG thank you to all who attended, and to Erv's Mug for hosting us! ❤️

One thing that isn’t talked about much this holiday season? Guilt. People are feeling pressured to hold back from buying gifts. Feeling guilty for spending money. Why is that?? Recently, I had a conversation with my assistant about Christmas shopping. She never spends this much money. However, she said something to me that stuck out. “This only happens once a year. I deserve to spoil my friends and family! Even with sticking to a budget, I feel so guilt… I’m not sure why.” Yes, it’s important to save money. However, it’s normal TO spend money. (Especially during the holiday season!) When we are consistent, it can be hard to stray away from the plan. But Christmas only comes once a year! You deserve to spoil your loved ones. Financial plans can be reworked. You shouldn’t feel guilty about giving your loved one an amazing Christmas! All deserve to enjoy the holidays. Have a very Merry Christmas! ------------ 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! #PersonalFinance #Finance #FinancialPlan #Saving

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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