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

Thanks for Defying Gravity with us on Wednesday Night! 🫧💚 We had an Oz-some time seeing the performance of Wicked at the Marcus Performing Arts Center! 🩷😊

Sometimes sales presentations don't go as planned. At times, we propose ideas that we believe will resonate with the client, but they don’t always land as expected... What do you do now? Go back to the drawing board! When clients express concerns with my plans, I try to narrow in on what they like and don't like. This helps to evaluate a plan that works with them! As a client, don't be afraid to speak up at meetings. Have questions? Not sure about a certain idea? Tell us! You should feel comfortable with your financial plan. In the end, it's your plan, not ours. There's always room to go back to the drawing board! (Trust me, I don't mind!) ----------- 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 #BusinessOwner

Another National Night Out for the books! 💚💙A HUGE thank you to the Oak Creek Police Department for coordinating the Oak Creek Senior National Night Out! 🤩

You can expect to achieve financial freedom if you aren't putting in the work. I'm not saying that you have to spend HOURS a week tracking and analyzing your every purchase.... It's about being mindful of your purchasing, budget, and debts. Being aware and sticking to a plan gets you on the track towards financial freedom. If you aren't tracking your spending habits and debt accumulation, you can't expect to achieve financial freedom... You have to put in the work to achieve it! Will it be easy? No. Will it be hard? Depends. Will it be rewarding? 100%! Financial freedom is right around the corner. You just need the right directions to get there! Need help setting a financial plan? 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 #Saving #FinancialAdvice #Entrepreneurship #BusinessOwner

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 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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