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Shane Allan McCann

Investment Adviser Representative at Tucker Asset Management LLC

Missoula, MTCRD #2438975Investment Adviser Representative
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Shane Allan Mccann is an investment adviser representative with Tucker Asset Management LLC in Missoula, MT, where they have been registered since 2021. They have worked in the securities industry since 2019 and have been registered with 3 firms, including Changepath, LLC and Aegis Wealth Management, Inc. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Montana.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Montana

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 2/28/2001
Series 63
Uniform Securities Agent State Law Examination
Passed 2/22/1994
Series 7
General Securities Representative Examination
Passed 10/30/1995
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 4/9/1994
Series 24
General Securities Principal Examination
Passed 6/30/2005

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Tucker Asset Management LLCCurrent
9/8/2021 – Missoula, MT
Changepath, LLC
4/11/2019 – 8/4/2021Missoula, MT
Aegis Wealth Management, Inc.
1/10/2020 – 2/7/2020Missoula, MT

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Montana Retirement Income Advisory
    Feb 2013 – no end date reportedMissoula, MT
  2. Change PATH, LLC
    Feb 2019 – Dec 2019Leawood, KS
  3. Aegis Wealth Management, Inc.
    Dec 2019 – Jan 2020Guthrie Center, IA
  4. Tucker Asset Management
    Jul 2021 – no end date reportedLittleton, CO

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Tucker Asset Management LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

RIA back-office compliance, investment management (including proprietary mathematically-driven models), technology, marketing, operational support, events, and compliance services, as well as business development and personalized advisory support.

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other Advisers
Firm areas of expertise
RIA Back-office ComplianceInvestment ManagementAsset ManagementProprietary Investment ModelsMarketing For AdvisorsBusiness DevelopmentOperational SupportTechnologyComplianceFinancial Advisor Support

Client types the firm serves

IndividualsHigh Net WorthPension/Profit Sharing

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
60
Offices listed on AdvisorFinder:
22
Main office:
Littleton, CO
SEC file number:
801-107110

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 28, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Shane Allan McCann has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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