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Shanon McCune

Investment adviser representative at Adaptation Financial Advisors in Oklahoma City, OK

Investment adviser and broker registrationsUpdated

Shanon McCune is an investment adviser representative at Adaptation Financial Advisors Inc., an investment adviser managing $234M, and works from its Oklahoma City, OK office. Shanon McCune has been registered through Adaptation Financial Advisors since 3 February 2026, has 4 years in the industry across 1 firm and has passed 5 licensing exams.

4
Years in industry
0
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Shanon McCune has been an investment adviser representative at Adaptation Financial Advisors since February 2026, and is not listed among the firm’s executive officers or direct owners.

Adaptation Financial Advisors Inc. is an Oklahoma City, OK firm with $234M under management, 690 clients and 4 advisers across 3 offices, as of its May 2026 filing.

  1. – present · under a year
    Oklahoma City, OK · Adviser representative · Firm CRD 309192

Credentials and registrations

Investment adviser representative registrations

Shanon McCune is registered as an investment adviser representative in Oklahoma, since February 2026.

  • OklahomaSince 3 February 2026

Examinations

Series 6314 March 2026
Name
Uniform Securities Agent State Law Examination
Series 7TO27 September 2025
Name
General Securities Representative Examination
Series 6517 March 2025
Name
Uniform Investment Adviser Law Examination
Series 6TO8 October 2022
Name
Investment Company Products/Variable Contracts Representative Examination
SIE13 August 2021
Name
Securities Industry Essentials Examination

Key facts

Full name
Shanon M McCune
CRD
7201451
Office
700 CEDAR LAKE BLVD, Oklahoma City, OK 73114
Registration
Investment adviser and broker registrations
In the industry since
October 2022
Disciplinary history
Not yet shown here · SEC record · BrokerCheck

Common questions

Where does Shanon McCune work?

Shanon McCune is an investment adviser representative registered through Adaptation Financial Advisors Inc. since February 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Shanon McCune a financial advisor?

Yes. Shanon McCune has a current investment-adviser registration in Oklahoma, through Adaptation Financial Advisors since February 2026.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Shanon McCune have?

Shanon McCune has 4 years in the financial industry, since October 2022, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Shanon McCune passed?

Shanon McCune has passed 5 licensing exams: the SIE, Series 6TO, Series 65, Series 7TO and Series 63. The earliest, the SIE, was passed in August 2021.

Source: IAPD individual record, checked 22 October 2026

Where is Shanon McCune based?

Shanon McCune’s registered office is in Oklahoma City, OK.

Source: IAPD individual record, checked 22 October 2026

Is Shanon McCune registered with FINRA?

Yes. Shanon McCune has a current broker registration, under CRD 7201451.

Source: FINRA BrokerCheck

How can I verify Shanon McCune’s record?

Search CRD 7201451 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Shanon McCune’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Adaptation Financial Advisors

Sources

  1. IAPD individual record, CRD 7201451, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Adaptation Financial Advisors Inc., filed 6 May 2026. Executive officers and direct owners; this person is not among them.