The Wayzata Bay Group - Morgan Stanley Team - Wayzata, MN
Morgan Stanley
The Wayzata Bay Group
at Morgan Stanley
445 East Lake Street
Suite 320
Wayzata, MN 55391
tel: (952) 475-4369
toll-free: (800) 433-0147
fax: (952) 475-2587
Aaron Michaelson - John Peterson - Scott Larson
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John W. Peterson
John W. Peterson
Vice President
Financial Advisor
Financial Planning Specialist
tel: (952) 475-4364
toll free: (800) 433-0147
fax: (952) 475-2587
Professional Details
  • 2006 - Present: Morgan Stanley*
    Wayzata, MN
  • 2003 - 2006: Morgan Stanley
    Assistant Branch Manager
    Wayzata, MN
  • 1999 - 2003: UBS
    Vice President - Investments
    Wayzata, MN
  • 1992 - 1999: Morgan Stanley Dean Witter
    Vice President - Investments
    Retirement Planning Specialist
    Wayzata, MN
  • Previous Experience as a Small Business Owner and Company Executive
  • BS - Speech Communications, 1981
    University of Minnesota
    Minneapolis, MN
  • Series 7 - General Securities Representative
    Series 9 - General Securities Sales Supervisor-Options Module
    Series 10 - General Securities Sales Supervisor-General Module
    Series 63 - Uniform State Exam
    Series 65 - Investment Advisory Agent
  • Life, Health, Variable Annuity and Long Term Care Insurance Licensed
  • Involved in Various Youth Activities Including:
    Young Life
    Boy Scouts
    Junior Achievement
John W. Peterson is licensed in the following state(s): AZ, CA, CO, FL, GA, IA, ID, IL, ME, MN, MT, NC, NY, TN, TX, VA, WI

Scott Larson
Scott Larson
Financial Advisor
Financial Planning Specialist
Portfolio Manager
tel: (952) 475-4369
toll free: (800) 433-0147
fax: (952) 475-2587
Professional Details
  • 2006 - Present: Morgan Stanley*
    Financial Advisor
    Wayzata, MN
  • 2001 - 2005: Summit Mortgage Corporation
    Mortgage Banker
    Burnsville, MN
  • 1997 - 2006: Northwest Airlink - Mesaba Air
    Pilot
    Eagan, MN
  • BS - Business Management: Finance, 1996
    cum laude
    Minnesota State University
    Mankato, MN
  • Financial Planning Specialist Designation
  • Series 7, 63 & 65 Licensed
  • Life, Health, Variable Annuity & Long Term Care Insurance Licensed
  • Former Licensed Real Estate Agent
    Commercial Pilot
  • MN Real Estate Exchangers
    Member
  • Big Brothers Big Sisters
    Volunteer
  • Wooddale Church
    Member
    Eden Prairie, MN
  • Ducks Unlimited
    Pheasants Forever
    Junior Achievement
    Optimist Club
Scott Larson is licensed in the following state(s): AZ, CA, CO, FL, IL, MA, MI, MN, MO, ND, NM, TN, VA, WI

Aaron Michaelson
Registered Associate
tel: 952-475-4314
fax: 952-475-2587
Professional Details
  • Five Years Financial Services Experience
  • Holds an M.A. in Russian Area Studies and a Ph.D in History from the University of Minnesota
  • Taught College History and Russian Language
  • Primary Role is Client Service with a Focus on More Complex Cases

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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Awards Disclosures
Investments alone aren't enough when it comes to preparing for retirement. As a retirement focused advisor at Morgan Stanley Smith Barney we offer a level of experience and commitment to retirement advice that we think is unique in the industry. Our thorough process encompasses ten elements that are key to a successful plan.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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