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

Comparison is the thief of joy, focus on YOUR finances! 🫶🏻 Friendly reminder to review your budget and assess how you are doing this month. Remember, large or small steps are bringing you one step closer to your goals!

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Business owners are forgetting this crucial step. With lots on your plate, business owners might opt to throw business planning to the side. You’ve got plenty of time, right? However, you never know what will happen. If something happened to you tomorrow, who would take over? Less than 1/3 of family businesses survive to the next generation. (U.S Small Business Administration) With a simple plan, you can start planning for the future of your business by answering the hard questions. Your business deserves to stay alive. Let’s discuss today! ------------ 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 #FinancialPlanning #FinancialAdvice #Entrepreneur #BusinessOwner #Sales

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Business owners are forgetting this crucial step. With lots on your plate, business owners might opt to throw business planning to the side. You’ve got plenty of time, right? However, you never know what will happen. If something happened to you tomorrow, who would take over? Less than 1/3 of family businesses survive to the next generation. (U.S Small Business Administration) With a simple plan, you can start planning for the future of your business by answering the hard questions. Your business deserves to stay alive. Let’s discuss today! ------------ 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 #FinancialPlanning #FinancialAdvice #Entrepreneur #BusinessOwner #Sales

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All smiles for a BEAUTIFUL day at City of Greenfield's Annual Car Show! 🏁 Thanks again to the City of Greenfield for having us!

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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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