Danika Bondi Waddell is listed as Partner, Member at Xena Financial Planning, LLC in Portland, OR. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Xena Financial Planning, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Danika Bondi Waddell work?
Danika Bondi Waddell is listed as Partner, Member at Xena Financial Planning, LLC on SEC Form ADV.
How much of Xena Financial Planning, LLC does Danika Bondi Waddell own?
Form ADV reports a beneficial ownership band of 50-75%.