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

June has been an busy month here! The past few weekends, we've attended Brookfield's Kids Fest & Cudahy's Touch a Truck event. Both of these events allows us to give back to the community we serve. It's wonderful to give back and help support fun events like these for the community. Have a wonderful weekend ahead! 🌞🌻

Is saving hard for you? Trust me, I get it! 🥴 Automate a portion of your paycheck to go directly to your savings. Out of sight. Out of mind! This June, we’re sharing helpful tips for all new graduates (both high school and college!) As you step into adulthood, it’s important to build financial literacy so you can make smart, confident decisions about your money!🎓

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I don’t start with numbers. I start with your story. I’ve always been known as the quiet friend. (at first) When you first meet me, I don’t have a lot to say. However, once you get to know me, I open up. Start becoming more comfortable. Why is that? Trust. You need to establish trust first. Trusting someone to not judge you and look at you differently. Trusting someone with your secrets. Trusting someone to let them in beyond the brick walls. It takes time to build trust. You don’t just get it right away. As a financial representative, I get that. You can’t immediately trust someone. That’s why at our first appointment; we just sit and talk. I learn about your life, dreams, and goals. From there, we see if we are good fit for each other. It’s that simple. Just a simple conversation where I get to learn more about you. You’ve already done the hard part…. Asking for help! Now, we work together to find out where I can help you. PS. Which blooper is your favorite? Happy Friday! I won’t be quitting my day job anytime soon! LOL ------------------------- 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 #FinancialPlanning #BusinessOwner

During the summer, I used to work 86 hours a week. I graduated with no student loans. No debt. Do I regret it? Not one bit. Was I crazy? Probably…. Monday through Friday, I’d work for the City of Milwaukee during the day. At night, I’d work for a window company. On the weekends, I’d work for the window company again. On top of all of that, I was a secret shopper and did surveys for companies on their products. Look… I’m not telling college students to do what I was doing. Honestly, it was crazy. No social life. Always tired. But I had one goal in mind. Graduate with no debt. And that’s exactly what I did! Because I worked all summer, I didn’t have to work throughout the school year. My tuition, books, classes, and extra activities were all covered. Today, as a financial representative, I bring that same mindset to all my clients. The same determination. Your financial plan shouldn’t be a mystery. It should align with your family’s dreams and goals! Those long summers taught me a valuable lesson: Hard work really does pay off. What were your summer jobs? ------------------ 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! #Motivation #Consistency #PersonalFinance #Finance

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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