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

It's time to face our fears and tackle it head on! ❤️ Financial freedom IS possible! 📞(414)-677-7766

I was reminded of an important lesson in life on a crucial topic.... Perspective. A few months ago, I hosted a game show for my clients, “Would I Lie to You?”. Members had to guess whether other members were telling the truth or lying. Each member had to come up with truths and lies about themselves. However, I decided to let my clients decide how to split the prize. ($100 Amazon Gift card) We had contestants of all ages. Immediately, the youngest contestant suggested 50/50. I’m not sure about you… however at their age, I wouldn’t have suggested 50/50. However, they wanted everyone to have a fair chance. Everyone deserves a portion of the prize. That’s exactly what we did. We played for fun and made great memories. The world is so different from the perspective of children. However, if we try, we can see what they see. Can you tell which one of these three statements is true? Comment your guess below! 👇🏻 -------------------- 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! #GivingBack #Community #BusinessOwner #Fraternal

I just hit all my 2025 goals! ✨🍾 However, I’ve learned some hard lessons along the way. 📌 Getting help won’t hurt you. It will improve your practice over time! It allows you to delegate tasks and focus on other areas. 📌 Working 10 hours days doesn’t equal productivity. One word. Burnout. Some of my most productive days only involved me being at the office for 4 hours! 📌 Prioritize your mental health. It’s difficult to take days off when you work for yourself. You could always be doing more. However, you’ll burn yourself out overtime with this mentality. 📌Don’t be afraid to put yourself out there! This goes for online and in person.... Once you stop worrying about what others will think, you’ll find your voice. I’ve become a stronger business owner since realizing this. (Thanks for following along on LinkedIn!) Were there times this year that I thought I wouldn’t hit my goals? 100% Did that stop me? Nope! Remember, you got this! You’re stronger than you know. Have any goals you're wanting to accomplish before 2025 ends? ------------------------------ 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! #Goals #GrowthMindset #BusinessOwner #Motivation

Estate Planning | Modern Woodmen

As we approach the end of the year, it's the perfect time to reflect, organize and prepare for the future. Estate planning isn’t just for the wealthy – it’s for anyone who wants to protect their loved ones and ensure their wishes are honored. · Review your will. · Update beneficiaries. · Consider trusts and powers of attorney. · Talk to a financial representative. Start the new year with peace of mind. Let's talk about how estate planning can work for you.

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.

Let’s plan together for…

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

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