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’m so blessed to make a living by helping others and their communities. Each day, I sit down and help people overcome financial concerns and obstacles. I also get to help my community with our fraternal programs and activities. It’s very rewarding do what I do.

I serve members in…

southeastern Wisconsin. I also serve members throughout the state and in other parts of the country.

I enjoy working with…

employee benefits and serving families, business owners, nurses, and pre- and post-retirees.

I attended…

Martin Luther College in New Ulm, Minnesota (the most German city in America!). I also earned my Certified Financial Planner certification from Waukesha County Technical College.

I am very proud of…

working with members to create a full financial plan that protects their current needs and helps them save for their goals.

The best part of my career is…

helping families 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…

just be honest and open.

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

My local community impact

I have lived in my community…

almost all of my life.

What I like best about my community is…

.

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

Making end-of-life preparations shows your love for your family. By planning ahead, you can take away future worry and stress. I can help through our Final Wishes Resources program for members. Request yours through your online member account or contact me for help. https://www.modernwoodmen.org/my-membership/member-benefits/final-wishes-resources/ #Insureyourlove

Financial tip -- start small. The best way to attain a goal is to start small. If you have a large goal in mind, like buying a new home or saving for retirement, think about it in bite-sized chunks. For example, set a minimum amount you'd like to save each month, or strive to meet your budget. Small actions can add up. Need help? Meet with me to build a plan.

This Valentine's Day, give the gift of peace of mind with life insurance. It's a lasting way to show you care, ensuring your family's financial security no matter what life brings. #Insureyourlove https://www.modernwoodmen.org/insureyourlove/

Spread happiness and love this Valentine's Day with a Do-Good Grant®️! Members can receive $200 for a service project of their choice. With it you can … · Make cards and deliver them to nursing homes. · Create Valentine's Day treats for first responders. · Donate teddy bears to a local children's hospital. · Assemble care packages for the homeless. · Complete a community project you’ve had on your mind. Apply today! https://www.modernwoodmen.org/my-membership/member-benefits/do-good-grant/

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.

Let’s plan together for…

Please select…

Select a financial goal from the drop-down menu to find helpful tips and articles.

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