Shanon M Mccune
Investment adviser representative at Adaptation Financial Advisors Inc.
12 yearsExperience
1 stateRegistered in
$233.6MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Adaptation Financial Advisors Inc.Feb 2026 to now
- Cambridge Investment Research, Inc.Aug 2020 to now
- Adaptation FinancialDec 2019 to now
- Sne Ministry NetworkJan 2018 to Nov 2019
- AldiJun 2017 to Dec 2017
- Northpoint Bible CollegeJan 2014 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (OK).
Adaptation Financial Advisors Inc.
$233.6MAssets managed
690Clients
4Advisers
6 yearsIn 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
- 7201451
- Firm CRD
- 309192