Experience Makes all the difference

The Raskin Loftus Group's team of financial professionals and specialists will work to provide you with an overall wealth management strategy that involves investment consulting, relationship management and advanced planning.  Our comprehensive wealth management strategy taps the global resources and strength of UBS, with industry-leading financial planning, diversified strategies and an unwavering commitment to client service.

We understand you’re at the center of a complicated array of professional, personal and family objectives that require a cross disciplinary approach. You need planning solutions that work together, incorporating investments, liabilities, insurance, cash and credit management, taxes, estates and retirement. We will work with your accountants, attorneys and other advisors to develop integrated strategies that help you achieve your strategic goals.

Kenneth T. Raskin, CIMA®

Senior Vice President - Wealth Management
Certified Investment Management Analyst (CIMA®)
612-303-5913

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Ken has been with UBS for over 25 years with a focus on working with business owners, retirees and their families. Prior to joining UBS Financial Services, Ken worked for numerous financial firms in various sales and financial services capacities where he has guided his clients and assisted them with their financial goals. A graduate of the University of Minnesota with a B.S. in Business and Accounting, Ken also earned the prestigious Certified Investment Management Analyst (CIMA) certification and CPA designation prior to joining the firm. He is highly active in his local community, including his support for organizations like the Make a Wish foundation and the Minneapolis Federation of Jewish Service. Ken also remains an active supporter of the Minneapolis Jewish Federation, where he has been involved since the 1970s. Ken resides with his wife, Lynn, and their four children in Minneapolis.


Registered States:
AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, MA, MD, MI, MN, MO, MT, NC, NJ, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI, WY


Joseph D. Loftus

Senior Vice President - Wealth Management
Corporate Stock Benefit Consultant
612-371-4049

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Joe is a Managing Partner of The Raskin Loftus Group.  He started in the financial service industry in 1998 at Royal Bank of Canada (RBC).  Joe has managed client's futures through seven market corrections since joining UBS in 2004. Joe and Ken Raskin have built The Raskin Loftus into one of the country's top wealth management practices. Joe leads the portfolio management team and oversees the group's investment strategies for the more than $1 Billion in assets under management. He holds a B.A. in finance from the University of St. Thomas and a M.B.A. from the University of St. Thomas Opus College of Business.  Joe also has his Corporate Stock Benefit Consultant designation which focuses on corporate executive equity compensation services and holistic wealth planning.  He relentlessly seeks knowledge to stay equipped to address the issues that impact his clients.  He resides in Deephaven, MN with his wife Jessica and three daughters; Jackie, Kelsey, and Vivian.  Joe enjoys spending his free time with his family, going to the Guthrie theater, skiing, and playing basketball/golf.


Registered States:
AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, MA, MD, MI, MN, MO, MT, NC, NJ, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI, WY


Jonathan Caleb Monson

Client Service Associate
612-303-5850

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Johnathan is a Registered Client Service Associate for the Raskin Loftus Group. He has more than 9 years experience in the financial services industry and holds Series 7 and 63 licenses from FINRA. He attended St Cloud State University where he earned his BS in Finance with a minor in Economics. Jon resides in Richfield, MN with his wife Emily and their two daughters.


Registered States:
AZ, CA, FL, IL, MN, NY, SD, WI


Andrew Lange

Client Service Associate
612-303-2512

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AJ assists with client administration and financial planning for Raskin Loftus Group. AJ has more than 9 years experience in the financial services industry and has earned his Series 7 and 66 licenses. Prior to joining UBS AJ worked with Dougherty & Company LLC in Fargo, ND and Minneapolis, MN. He received a B.A. in Business and Communication Public Relations from Concordia College in Moorhead, MN. Away from the office AJ enjoys snowmobiling, cycling and spending time at the lakes with his wife Christine and his son Carter.


Registered States:
AZ, CA, FL, IA, MN, WI


Cassandra Jane Getschow

Client Service Associate
612-303-2514

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