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Shane Allan McCann

Tucker Asset Management LLC

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About Shane Allan McCann

Shane McCann is a financial advisor with over 20 years of experience in the industry. Shane holds licenses as an investment advisor representative (IAR) and has previously held securities licenses. Shane has been with Tucker Asset Management LLC since 2021 and has also been affiliated with a number of other firms.

Firm Information

Shane McCann is currently registered with Tucker Asset Management LLC. Tucker Asset Management LLC is a registered investment advisor based in Littleton, Colorado. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. With 78 licensed agents and a focus on client relationships, Tucker Asset Management has over $476 million in regulatory assets under management.
Tucker Asset Management LLC

1520 WEST CANAL COURT

LITTLETON, CO 80120

$476.48M

Assets Under Management

Not reported

Total Clients

69

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Shares in fees paid to third party investment advisers

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Shane McCann’s Registration & Firm History

CO

09/08/2021 - Present

Tucker Asset Management LLC (LITTLETON CO)

MT

08/13/2007 - 02/14/2012

PACIFIC WEST SECURITIES, INC. (MISSOULA MT)

MT

07/15/2002 - 07/31/2007

BROOKSTREET SECURITIES CORPORATION (MISSOULA MT)

NY

06/08/1994 - 08/05/2002

MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)

KS

04/18/1994 - 05/10/1994

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

BOTH

Issued 02/28/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/22/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/30/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/30/1995

Series 7 - General Securities Representative Examination

BC

Issued 04/09/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shane Allan McCann.
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