Danika B. Waddell
XENA FINANCIAL PLANNING
Seattle, WA 98107
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CRD#: 6525200
Professional summary
Danika Bondi Waddell, CFP®, who also goes by Danika Bondi Marschner, Danika Waddell, is a registered financial advisor currently at XENA FINANCIAL PLANNING, LLC located in Seattle, Washington.
Danika is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Danika has worked at 4 firms and has passed the Series 65 exam.
Biography
Danika hold a bachelor's degree in Mathematics from Oberlin College and obtained the CFP designation in 2016. She founded Xena Financial Planning in 2020 as a fully virtual practice. Danika currently sits on the NAPFA West Region Baord doing Academic Outreach and on the NAPFA Women's Initiative Committee.
Danika especially enjoys working with a diverse range of clients and typically focuses on non-retirees, clients who receive equity compensation and families with school-age children. In her free time, Danika runs marathons (and longer), knits sweaters and travels as often as possible.
Question & Answer
What are your service offerings?
Retirement Planning
Insurance Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Estate Planning
Tax Planning
Investment Planning
Do you have an area of expertise or specialization?
Charitable Giving
College/Education Planning
Generation X
LGBT Couples and Families
Socially Responsible Investmen...
Women's Financial Planning Iss...
Are you a "fiduciary"?
Yes
Aliases
Danika Bondi Marschner | Danika Waddell
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Xena Financial Planning LLC, President and CCO; Investment-related; 3417 NW 56th St., Seattle, WA 98107; Investment adviser representative providing investment advisory and financial planning services; 05/2020
CRS (Client Relationship Summary) - RIA
Click below to view Danika Bondi Waddell's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2016
Experience
Current
November 7, 2024 - Present
XENA FINANCIAL PLANNING, LLC
Office #1: 5470 Shilshole Ave Nw Ste 510-b, Seattle, WA 98107RIA
CRD#: 333436
Seattle, WA
Past
July 8, 2020 - August 19, 2025
XENA FINANCIAL PLANNING
RIA
CRD#: 309462
SEATTLE, WA
Past
February 19, 2020 - June 11, 2020
ARRIVITY FINANCIAL PLANNING
RIA
CRD#: 167976
SEATTLE, WA
Past
September 21, 2015 - April 29, 2016
BELMORE FINANCIAL, LLC
RIA
CRD#: 167312
SEATTLE, WA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(11/21/2024)
IAR
New York(3/5/2025)
IAR
Oregon(11/7/2024)
IAR
Texas(4/1/2025)
IAR
Washington(3/5/2025)
Current Firm
XF
XENA FINANCIAL PLANNING, LLC
XENA FINANCIAL PLANNING, LLC
CRD#: 333436 / SEC#: 801-134943
California
Registered Investment Advisory firm - (11/21/2024 Approved)New York
Registered Investment Advisory firm - (3/5/2025 Approved)Ohio
Registered Investment Advisory firm - (9/8/2025 Terminated)Oregon
Registered Investment Advisory firm - (11/7/2024 Approved)Texas
Registered Investment Advisory firm - (11/19/2024 Conditional Restricted)Washington
Registered Investment Advisory firm - (3/4/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
650 Ne Holladay St Suite 1600, Portland, OR 97232
Mailing Address
Phone number
(503) 714-7357
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 411 |
| AUM (Assets Under Management) | $ 100,249,806 |
Red Flags
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