Danika Waddell has been Partner, Member of Xena Financial Planning since September 2024, is a control person of the firm and directly owns between 50% and 75% of it.
Xena Financial Planning, LLC is a Portland, OR firm with $104M under management, 118 clients and 2 advisers across 2 offices, as of its September 2026 filing.
Danika Waddell is Partner & Lead Planner of Xena Financial Planning, based in Seattle. She spent roughly 15 years in accounting roles, working up to Controller, before changing careers in 2012 to pursue the CFP designation. Waddell founded Xena Financial Planning in 2020 and has worked with clients at large technology companies on equity compensation.
Danika Waddell’s longest registration was 5 years at Xena Financial Planning (2020–2025). Before joining Xena Financial Planning in 2024, Danika Waddell was registered through Xena Financial Planning and Goddard Financial Planning.
- Xena Financial Planning, LLCCurrent– present · 1 yearSeattle, WA · Adviser representative · Firm CRD 333436
- Xena Financial Planning– · 5 yearsSeattle, WA · Adviser representative · Firm CRD 309462
- Goddard Financial Planning– · under a yearSeattle, WA · Adviser representative · Firm CRD 167976
- Belmore Financial, LLC– · under a yearSeattle, WA · Adviser representative · Firm CRD 167312
Professional designations
Listed by Xena Financial Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Registered Life Planner® (RLP®)
Investment adviser representative registrations
Danika Waddell is registered as an investment adviser representative in 3 states. The first approvals date from November 2024; the most recent is Texas, in April 2025.
- OregonSince 7 November 2024
- TexasSince 1 April 2025
- WashingtonSince 5 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 June 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Danika Bondi Waddell
- CRD
- 6525200
- Firm
- Xena Financial Planning · CRD 333436
- Role
- Partner, Member
- Office
- 5470 Shilshole Ave NW, Ste 510-B, Seattle, WA 98107
- Registration
- Investment adviser registration
- In the industry since
- August 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- xenafp.com
Where does Danika Waddell work?
Danika Waddell has been Partner, Member of Xena Financial Planning, LLC since September 2024, and is a control person of the firm.
Is Danika Waddell a financial advisor?
Yes. Danika Waddell has a current investment-adviser registration in Oregon, Texas and Washington, through Xena Financial Planning since November 2024.
How many years of experience does Danika Waddell have?
Danika Waddell has 7 years in the financial industry, since August 2019, across 4 adviser firms.
What exams has Danika Waddell passed?
Danika Waddell passed the Series 65 in June 2015.
Where did Danika Waddell work before Xena Financial Planning?
Before Xena Financial Planning, Danika Waddell was registered through Goddard Financial Planning, February 2020 to June 2020; Belmore Financial, LLC, September 2015 to April 2016.
Where is Danika Waddell based?
Danika Waddell’s registered office is in Seattle, WA.
Is Danika Waddell registered with FINRA?
No. Danika Waddell has no current broker registration.
Is Danika Waddell a CFP?
Xena Financial Planning lists Danika Waddell with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Danika Waddell’s record?
Search CRD 6525200 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Danika Waddell’s full registration record.