Lasting relationships. For all that matters

Raskin Loftus Group

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

Chess board

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Kenneth Raskin

    Kenneth Raskin

    Senior Vice President–Wealth Management

    Financial Advisor

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    • 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

    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.

    • Forbes Best-in-State Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • University of Minnesota, B.S. in Business and Accounting
    • Certified Investment Management Analyst®
    80 South 8th Street
    Suite 2900
    Minneapolis, MN 55402
  • Joseph Loftus

    Joseph Loftus

    Managing Director–Wealth Management

    Financial Advisor

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    • 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
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    • WY

    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.

    • Barron's Top 1,200 Financial Advisors, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • University of St. Thomas, B.A. in Finance
    • St. Thomas Opus College of Business, M.B.A.
    • Corporate Stock Benefit Consultant
    80 South 8th Street
    Suite 2900
    Minneapolis, MN 55402
  • Andrew Lange

    Andrew Lange

    Financial Advisor

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    • 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

    AJ assists with financial planning and client administration for Raskin Loftus Group. AJ has more than 10 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.

      • Concordia College, B.A. in Business and Communication Public Relations
        80 South 8th Street
        Suite 2900
        Minneapolis, MN 55402
      • Aaron Raskin

        Aaron Raskin

        Financial Advisor

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        • AK
        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • IN
        • KS
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MS
        • MT
        • NC
        • ND
        • NE
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • PR
        • RI
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • VI
        • VT
        • WA
        • WI
        • WV
        • WY

        Aaron serves as a Financial Advisor for the Raskin Loftus Group. Prior to joining the team, Aaron spent two years as a Financial Advisor with the UBS home office located in Weehawken, NJ, working with clients around the country. He helped develop financial plans, implement investment portfolios and advise corporate employees on their equity awards. Prior to starting his career in wealth management, Aaron earned his CPA license and worked as an auditor with Grant Thornton for two years. Aaron received a degree in accounting from the University of Massachusetts, Amherst and a Masters of Accountancy from the University of Minnesota. Aaron lives in Minneapolis, MN, where he enjoys running around the lakes. He has completed several marathons and also enjoys golfing, traveling and spending time with family and friends.

         

         

              80 South 8th Street
              Suite 2900
              Minneapolis, MN 55402
            • Casey photo

              Cassandra Jane Getschow

              Client Associate

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              • MN

              Casey is a Registered Client Service Associate for the Raskin Loftus Group.  She has more than 6 years of experience in the financial services industry and has earned her Series 7 and 66 licenses.  Prior to joining UBS, she spent 5 years at RBC in operations.  She received a B.A. in Political Science and Criminal Justice from the University of Wisconsin-Oshkosh.  She resides in Minneapolis, MN with her husband Rick and their three daughters.  Casey enjoys spending her free time with her family, reading and running on the Minneapolis lake trails.

                    80 South 8th Street
                    Suite 2900
                    Minneapolis, MN 55402
                  • Jonathan Caleb Monson

                    Jonathan Caleb Monson

                    Senior Wealth Strategy Associate

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                    • AZ
                    • CA
                    • FL
                    • IL
                    • MN
                    • NY
                    • SD
                    • WI

                    Johnathan is a Senior Wealth Strategy Associate for the Raskin Loftus Group. He has more than 10 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.

                      • St Cloud State University, BS in Finance with a Minor in Economics
                        80 South 8th Street
                        Suite 2900
                        Minneapolis, MN 55402

                      Legacy—Wealth for others

                      For needs that go beyond your own—to help you improve the lives of others

                      What will your legacy be?
                      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                      Learn more at ubs.com/wealthway.

                      Multigenerational planning

                      Multigenerational planning

                      Retirement planning

                      Retirement planning

                      Tailored lending and cash management

                      Tailored lending and cash management

                      Backed by the strength of UBS

                      A global leader in wealth management

                      $2.8 trillion

                      In invested assets globally 
                      As of 06/30/2022

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a world-leading wealth manager

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