Advisors at this firm
Bruce L
Series 63, Series 65
Thousand Oaks, CA
De Groote Financial Group, LLC
Bruce Lacey is a financial advisor with De Groote Financial Group, LLC in Thousand Oaks, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Girard Securities, Inc. and United Capital Financial Advisers, Inc. from 2009 to 2022. De Groote Financial Group provides discretionary wealth and investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and employer plans. The firm manages approximately $750 million in discretionary assets across about 400 client relationships, utilizing ETFs, mutual funds, individual bonds and equities, and allocations to third-party managers and private placements.
Douglas D
CFP®, Series 63
Thousand Oaks, CA
De Groote Financial Group, LLC
Douglas De Groote is a CFP® professional with 29 years of industry experience, currently serving at De Groote Financial Group, LLC since 2013. He also has a long tenure with Girard Securities, Inc., spanning over 20 years. Outside of his advisory work, he is the CFO of Freedom Square, a web-based platform focused on American-made goods and related content, and CEO of Lunch With 4 Interesting People, a phone application facilitating meet-up events among advisors. De Groote Financial Group provides discretionary wealth and investment management, financial planning, and retirement plan consulting to a range of clients including individuals, trusts, estates, charitable organizations, and employer plans. The firm manages over $750 million in discretionary assets and offers portfolio management through proprietary models, third-party managers, and various investment vehicles.
William L
Series 65
Thousand Oaks, CA
De Groote Financial Group, LLC
William Lyman is a financial advisor with De Groote Financial Group, LLC in Thousand Oaks, CA. He holds a Series 65 designation and has been with De Groote Financial Group since 2025. Prior to joining the firm, his background includes roles at Four Seasons and Wirtz Corporation, as well as experience in various industries and educational settings. De Groote Financial Group provides discretionary wealth and investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and employer plans. The firm manages over $750 million in discretionary assets across approximately 400 client relationships, employing a range of investment vehicles including ETFs, mutual funds, individual securities, and allocations to third-party managers through platforms such as Dynasty.
