Lee Roberts

Lee Roberts Email and Phone Number

Partner and Managing Director of Creative Planning Business Services @ Creative Planning Business Services
Minneapolis, MN, US
Lee Roberts's Location
Minneapolis, Minnesota, United States, United States
About Lee Roberts

People that know Lee Roberts say his goal is to help people succeed Personally and Professionally in any way that he can.

Lee Roberts's Current Company Details
Creative Planning Business Services

Creative Planning Business Services

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Partner and Managing Director of Creative Planning Business Services
Minneapolis, MN, US
Employees:
1946
Lee Roberts Work Experience Details
  • Creative Planning Business Services
    Partner And Managing Director Of Creative Planning Business Services
    Creative Planning Business Services
    Minneapolis, Mn, Us
  • Creative Planning Business Services
    Partner / Managing Director Of Creative Planning Business Services
    Creative Planning Business Services Jun 2006 - Present
    National
    LEE ROBERTS is a Partner & Managing Director of Creative Planning Business Services. Lee specializes in working with growth-oriented companies where he provides Cloud software stacks wrapped with experienced professionals that automate core back-office functions, fix outstanding issues and most importantly prevent future errors from occurring. Creative Planning's Business Services “just work” and “they work together”!Growing up in a family business, Lee developed a great… Show more LEE ROBERTS is a Partner & Managing Director of Creative Planning Business Services. Lee specializes in working with growth-oriented companies where he provides Cloud software stacks wrapped with experienced professionals that automate core back-office functions, fix outstanding issues and most importantly prevent future errors from occurring. Creative Planning's Business Services “just work” and “they work together”!Growing up in a family business, Lee developed a great understanding of the sacrifices that business owners endure. He knows firsthand how too many business owners / company leaders attempt to manage many functions internally - directing energy towards something they generally don’t enjoy and are often not successful. As a testament to the above values Lee demonstrates, over 90,000 clients across the U.S. trust Creative Planning for the following services:Private Wealth ManagementEstate PlanningRetirement Plan AdvisoryVirtual CFO/Controller/BookkeepingState & Local Tax (Nexus Studies, Registrations and Outsourced Filing)Business Intelligence & Analytics (FP&A, Budgets & Forecasting)Tax CreditsCPA Services (Tax, Audit & Assurance)Human Capital Management (HR, Timekeeping & Payroll)Human Resource Consulting / OutsourcingManaged IT SupportTier One Helpdesk SupportCyber SecurityTurnaround ManagementInterim Management & ReceivershipDistressed Investment Banking - Sell SideBerganKDV Non-Distressed Investment Banking (Buy & Sell Side)Refinancing & Restructuring Business Exit Strategies Owner PlanningBusiness Performance CoachingStrategic PlanningTeam Meeting FacilitationLeadership Team DevelopmentLeadership Training / Executive CoachingMergers & AcquisitionsSuccession PlanningDigital Roadmaps / Multi-Year Technology PlansCustom IntegrationsOrganizational Talent DevelopmentCompensation Structure & StrategiesProcess & Continuous ImprovementInsurance - And More! Show less
  • Ippa - Independent Payroll Providers Association
    President
    Ippa - Independent Payroll Providers Association Aug 2022 - Present
    IPPA is a leading nationwide trade association consisting of privately held companies whose primary function is the preparation of payroll and payroll taxes for employers of all sizes, processing nearly $200 billion in gross wages annually. In addition to payroll, these companies also offer a variety of timekeeping and human capital management (HCM) software solutions.
  • Ippa - Independent Payroll Providers Association
    Vice-President
    Ippa - Independent Payroll Providers Association Sep 2021 - Aug 2022
  • Randall Building Supplies
    Front Desk Sales
    Randall Building Supplies Jan 1996 - May 2006
    Randall, Mn
    Building Material Sales

Lee Roberts Education Details

Frequently Asked Questions about Lee Roberts

What company does Lee Roberts work for?

Lee Roberts works for Creative Planning Business Services

What is Lee Roberts's role at the current company?

Lee Roberts's current role is Partner and Managing Director of Creative Planning Business Services.

What schools did Lee Roberts attend?

Lee Roberts attended University Of Minnesota-Twin Cities.

Who are Lee Roberts's colleagues?

Lee Roberts's colleagues are Elizabeth Mcleod, Jennifer Price, Cfp®, Taher Ali, Leslie Dujakovich, Chris Johnson, Cfp®, Mba, Mark Doman, Norm Caldwell, Aif®.

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