Danika Bondi Waddell
Investment adviser representative at Xena Financial Planning, LLC
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$104.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Xena Rising LLCOct 2025 to now
- Xena Financial Planning, LLCMay 2020 to now
- Goddard Financial Planning(formerly: Bluecanoefinancialplanning)Apr 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 3 states (OR, TX, WA).
Xena Financial Planning, LLC
$104.5MAssets managed
118Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6525200
- Firm CRD
- 333436