Matthew S. Ford

ANKENY, IA

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CRD#: 7387800

Professional summary

Matthew Stephen Ford was a registered financial advisor .

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Matthew had worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Klima Capital Advisors LP and Klima Capital GP I LLC (500 Locust St, Des Moines, IA 50309) and their affiliates comprise an investment firm specializing in regulated carbon markets. I am the founder and currently serve as Co-Chief Investment Officer and co-owner. Duties: managing the portfolio, fundraising, and overseeing the fund. I receive compensation in the form of a percentage of profits. Klima started investing in October 2021. Time commitment: ~50 hours a month, ~50 hours during securities trading hours.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 23, 2025 - Present

Office #2: 500 Locust St, Des Moines, IA 50309

ANKENY, IA

Past

June 6, 2021 - July 26, 2024

BLACKOAK ADVISORS LLC

RIA

CRD#: 315180

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Iowa
(10/23/2025)

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Exams

Current firm

No current employment

Red Flags

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